Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Eastridge Graham is an Investment Advisor Representative with Hightower Advisors, LLC. Robert is a highly experienced financial professional with over 10 years of experience in the industry. Robert has held previous positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, and Hightower Securities, LLC. Robert specializes in providing financial advice and investment management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Robert is registered with the state of California and Texas. Robert is also a member of the City of Irvine Investment Advisory Committee, Orange County Sheriff's Professional Service Responder, and Orange County Sheriff's Advisory Council.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
TX
05/11/2023 - Present
Hightower Advisors, LLC (Austin TX)
CA
04/02/2015 - 07/23/2021
HIGHTOWER SECURITIES, LLC (Newport Beach CA)
CA
01/10/2013 - 04/15/2015
MORGAN STANLEY (NEWPORT BEACH CA)
CA
06/24/2011 - 12/21/2012
UBS FINANCIAL SERVICES INC. (NEWPORT BEACH CA)
BOTH
Issued 07/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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