Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Bradley Graham is a financial advisor with over 35 years of experience in the industry. He is currently registered with Davenport & Company LLC and holds licenses in several states. Thomas has a strong background in financial planning, portfolio management and investment advice. He has a proven track record of success in helping clients achieve their financial goals. Thomas previously worked with Edward Jones for nearly 30 years.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
1
2
VA
07/25/2023 - Present
Davenport & Co. LLC (Marion VA)
VA
01/15/1994 - 07/28/2023
EDWARD JONES (MARION VA)
VT
01/15/1990 - 12/07/1993
EQUITY SERVICES, INC. (MONTPELIER VT)
MD
09/07/1988 - 07/17/1989
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
09/24/1985 - 12/21/1987
WHEAT, FIRST SECURITIES, INC.
IA
Issued 09/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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