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Lisa Victoria Graham

Wealthspire Advisors

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About Lisa Victoria Graham

Lisa Graham is a financial advisor at Wealthspire Advisors. Lisa has been in the financial services industry since August 2018. Lisa is a Certified Financial Planner™ professional with expertise in helping individuals and families achieve their financial goals. Lisa has experience working with clients in a variety of areas, including retirement planning, investment management, and estate planning. Lisa is committed to providing her clients with personalized financial advice that meets their individual needs.

Firm Information

Lisa Graham is currently registered with Wealthspire Advisors. Wealthspire Advisors is an investment advisor based in NEW YORK, NY. They have 155 investment adviser representatives and manage $21,691,716,165 in regulatory assets under management. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. They serve high-net-worth individuals, corporations or other businesses, charitable organizations, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities.
Wealthspire Advisors

521 FIFTH AVENUE

NEW YORK, NY 10175

$21.69B

Assets Under Management

300

Total Clients

173

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Lisa Graham’s Registration & Firm History

WA

08/30/2024 - Present

Wealthspire Advisors (Seattle WA)

WA

11/11/2021 - 09/23/2022

WELLS FARGO CLEARING SERVICES, LLC (ISSAQUAH WA)

WA

01/08/2021 - 07/19/2021

MORGAN STANLEY (Kirkland WA)

WA

08/24/2018 - 11/05/2020

WELLS FARGO CLEARING SERVICES, LLC (BELLEVUE WA)

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Licenses & Designations

BOTH

Issued 09/16/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lisa Victoria Graham.
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