Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loran? Claim Your ProfileLoran F. Graham is a financial advisor with LPL Financial LLC. Loran has been in the industry since July 26, 2004 and has held various positions with both LPL Financial LLC and Pacific West Securities, Inc. Loran has a broad range of experience and is registered in 25 states and also holds several licenses, including Series 7, Series 24, Series 63 and Series 65. Loran is also a Certified Financial Planner.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
01/24/2012 - Present
LPL Financial LLC (SPOKANE WA)
WA
01/04/2008 - 01/23/2012
PACIFIC WEST SECURITIES, INC. (SPOKANE WA)
CA
07/26/2004 - 11/16/2007
ALETHEIA SECURITIES, INC., (SANTA MONICA CA)
IA
Issued 03/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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