Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Hamilton Graham

Riggs Asset Management Co. Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert Hamilton Graham

Robert Hamilton Graham is an investment advisor representative at Riggs Asset Management Co. Inc. Robert has been in the industry since 1989 and has experience in a variety of areas, including financial planning and portfolio management. Robert has a strong understanding of the investment landscape and is committed to providing his clients with personalized financial advice. Robert holds the Series 6, 7, 24, 63, and 65 licenses. Robert has been registered with the Securities and Exchange Commission (SEC) since 2000 and is currently registered in Pennsylvania and Virginia. Robert previously worked at Raymond James Financial Services, Inc., Robert Thomas Securities, Inc., Pruco Securities Corporation, and The Prudential Insurance Company of America.

Firm Information

Robert Graham is currently registered with Riggs Asset Management Co. Inc.. Riggs Asset Management Co. Inc. is a Dallas, PA-based investment advisor with over $522 million in regulatory assets under management. They provide financial planning, portfolio management, and other advisory services to individuals, corporations, and charitable organizations. They are also a Family Office.
Riggs Asset Management Co. Inc.

THE GRAND HIGHLANDS

DALLAS, PA 18612

$522.48M

Assets Under Management

382

Total Clients

7

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

family office

Family office

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Graham’s Registration & Firm History

PA

02/15/2001 - Present

Riggs Asset Management Co. Inc. (Dallas PA)

FL

01/04/1999 - 12/31/1999

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

FL

12/06/1989 - 01/04/1999

ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)

NJ

10/04/1989 - 01/22/1990

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

10/04/1989 - 01/22/1990

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

Not sure if Robert Hamilton Graham is right for you?

Licenses & Designations

IA

Issued 05/21/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/02/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/03/1995

Series 24 - General Securities Principal Examination

BC

Issued 12/16/1989

Series 7 - General Securities Representative Examination

BC

Issued 10/03/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Hamilton Graham.
Not sure if Robert Hamilton Graham is right for you?