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Kathleen Seifert Graves

Pettyjohn, Wood & White, Inc.

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About Kathleen Seifert Graves

Kathleen Graves is an investment advisor representative with Pettyjohn, Wood & White, Inc. based in Lynchburg, Virginia. Kathleen has been in the financial services industry since 1986 and has experience with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Kathleen holds Series 7, 63, and 65 licenses. She is also a registered Investment Advisor Representative in Virginia.

Firm Information

Kathleen Graves is currently registered with Pettyjohn, Wood & White, Inc.. Pettyjohn, Wood & White, Inc. is an investment advisor based in LYNCHBURG, VA. They manage approximately $734,420,311 in assets for 970 clients, primarily high-net-worth individuals, individuals other than high-net-worth, and corporations. The firm offers financial planning and portfolio management services for individuals and businesses.
Pettyjohn, Wood & White, Inc.

1925 ATHERHOLT ROAD

LYNCHBURG, VA 24501

$734.42M

Assets Under Management

Not reported

Total Clients

5

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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percentage of assets

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

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other

Hourly and fixed fees for financial planning services

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Kathleen Graves’s Registration & Firm History

VA

01/10/2024 - Present

Pettyjohn, Wood & White, Inc. (LYNCHBURG VA)

VA

03/01/2006 - 10/10/2023

TRUIST INVESTMENT SERVICES, INC. (LYNCHBURG VA)

NC

03/07/2001 - 06/12/2003

BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)

WV

08/19/1998 - 11/10/2000

ONE VALLEY SECURITIES CORPORATION (CHARLESTON WV)

NC

07/19/1993 - 08/24/1998

WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)

VA

01/05/1988 - 07/28/1993

CRESTAR SECURITIES CORPORATION (RICHMOND VA)

NA

03/07/1986 - 10/26/1987

SCOTT & STRINGFELLOW, INC.

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Licenses & Designations

IA

Issued 09/26/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/18/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kathleen Seifert Graves.
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