Gerald
Graham
Cetera Advisors LLC
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About this Advisor
Gerald Graham is a financial advisor working out of Aurora, Colorado with 4 years of relevant experience. Graham is an advisor for Cetera Advisors LLC. The advisor has gained experience at Cetera Advisors LLC, Jeffco Public Schools, Alpine Cowboys Baseball Club, Kansas Wesleyan University, N/A and Gray Home Books. Graham holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Colorado and Texas. Cetera Advisors LLC is a registered investment firm headquartered in Englewood, CO. The company has offices in 692 locations and a total of 1,047 advisors. It has $21 billion in assets across its 90,646 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 294 charities and foundations. Of its 90,646 customer accounts, 26% are associated with high-net-worth individuals who have more than $1 million in investable assets. Cetera Advisors LLC provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees usually depend on which services are offered. Fees charged by Cetera Advisors LLC may include some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Advisors LLC Brokerage Details
$21,227,977,082
1,047
90,646
$234,185
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Gerald Graham Work History
Gerald has been registered as a financial advisor for 4 years.*
Cetera Advisors LLC
Gray Home Books
Alpine Cowboys Baseball Club
Jeffco Public Schools
Alpine Cowboys Baseball Club
Cetera Advisors LLC
Jeffco Public Schools
Alpine Cowboys Baseball Club
N/A
Kansas Wesleyan University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gerald Graham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cetera Advisors LLC
Westborough, MA
Orlando, FL
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San Diego, CA
Saint Louis, MO
Lake Oswego, OR
Franklin, WI
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