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Leonard Kirby Graham

Fairway Investment Group, LLC

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About Leonard Kirby Graham

Leonard Kirby Graham is a registered investment advisor representative with Fairway Investment Group, LLC. Leonard has been in the financial services industry for over 20 years and has a Series 6, Series 63, and Series 65 license. Leonard has worked with PlanMember Securities Corporation and Quest Capital Strategies, Inc. Leonard is a resident of East Lansing, Michigan. Leonard provides investment advice and services to clients, including portfolio management for individuals.

Firm Information

Leonard Graham is currently registered with Fairway Investment Group, LLC. Fairway Investment Group, LLC is an investment advisor with 24 licensed agents and 23 investment advisor representatives. They manage approximately $51 million in assets for 523 individual clients. They offer educational seminars and portfolio management for individuals.

$51.00M

Assets Under Management

Not reported

Total Clients

22

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Leonard Graham’s Registration & Firm History

MI

02/11/2011 - Present

Fairway Investment Group, LLC (EAST LANSING MI)

MI

01/21/2009 - 02/04/2011

PLANMEMBER SECURITIES CORPORATION (GAYLORD MI)

CA

06/15/2006 - 01/21/2009

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

MI

08/20/2003 - 06/26/2006

BRECEK & YOUNG ADVISORS, INC. (GAYLORD MI)

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Licenses & Designations

IA

Issued 06/30/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/21/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Leonard Kirby Graham.
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