James
Graham
Captrust
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About this Advisor
James Graham is a financial advisor based in Tampa, Florida, working with Captrust. James has previously held positions at Captrust Advisors, LLC, Wells Fargo Advisors Financial Network LLC, Capfinancial Partners LLC (Captrust), and Capfinancial Securities LLC. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, James is part of Captrust, which operates out of Tampa, Florida. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
James Graham Work History
Capfinancial Partners LLC (Captrust)
Capfinancial Securities LLC
Wells Fargo Advisors Financial Network LLC
Captrust Advisors, LLC
Disclosures
Please visit the SEC profile of James 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 Captrust
Lone Tree, CO
New York, NY
Houston, TX
Sacramento, CA
San Antonio, TX
Boston, MA
Birmingham, AL
Phoenix, AZ
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