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Robert Joseph Graham

Riggs Asset Management Co. Inc.

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About Robert Joseph Graham

Robert Joseph Graham is an investment advisor representative with Riggs Asset Management Co. Inc. Robert has been with the firm since 2018 and is registered with the state of Pennsylvania. Robert has experience in the financial industry, including previous roles at The Institute for Public Policy and Economic Development, the U.S. House of Representatives, and Deland University. Robert specializes in providing financial planning and investment management services to high-net-worth individuals, corporations, and charitable organizations. He is also a family office specialist.

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.

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financial planning services

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

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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 businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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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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Robert Graham’s Registration & Firm History

PA

08/30/2018 - Present

Riggs Asset Management Co. Inc. (DALLAS PA)

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Licenses & Designations

IA

Issued 08/30/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Joseph Graham.
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