linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joseph Mark Graham

Lord, Abbett & Co. LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joseph? Claim Your Profile

About Joseph Mark Graham

Joseph Graham is a financial advisor with over 10 years of experience in the industry. He currently works with Lord, Abbett & Co. LLC. Joseph has extensive experience working with high net worth individuals, corporations and businesses, as well as pooled investment vehicles. Joseph is a CFA charterholder and has successfully passed both the Series 7 and Series 66 exams.

Firm Information

Joseph Graham is currently registered with Lord, Abbett & Co. LLC. Lord, Abbett & Co. LLC is an investment advisor headquartered in JERSEY CITY, NJ. The firm has 302 registered representatives and 188 employees who perform investment advisory functions. The firm provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. The firm also offers impersonal investment advisory services. Lord, Abbett & Co. LLC manages $238,757,080,041 in regulatory assets under management. The firm's website addresses are HTTPS://WWW.LORDABBETT.COM, HTTPS://WWW.TWITTER.COM/LORDABBETT, HTTPS://WWW.YOUTUBE.COM/USER/LORDABBETTCO, HTTPS://WWW.GLASSDOOR.COM/OVERVIEW/WORKING-AT-LORD-ABBETT-AND-CO-EI_IE151331.11,29.HTM, HTTPS://WWW.INSTAGRAM.COM/LORDABBETT/, and HTTPS://WWW.LINKEDIN.COM/COMPANY/LORD-ABBETT-&-CO-LLC/.
Lord, Abbett & Co. LLC

30 HUDSON STREET

JERSEY CITY, NJ 07302-4804

$238.76B

Assets Under Management

Not reported

Total Clients

172

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

impersonal investment advisory services

Impersonal investment advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joseph Graham’s Registration & Firm History

NJ

08/27/2015 - Present

Lord, Abbett & Co. LLC (JERSEY CITY NJ)

NY

11/18/2008 - 06/23/2009

MILLENCO, L.L.C. (NEW YORK NY)

NY

11/16/2006 - 10/28/2008

NEUBERGER BERMAN, LLC (NEW YORK NY)

TN

02/23/2000 - 06/02/2003

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

Not sure if Joseph Mark Graham is right for you?

Licenses & Designations

BOTH

Issued 03/05/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/15/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Mark Graham.
Not sure if Joseph Mark Graham is right for you?