Robert
Graham
Securian Financial Services, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Robert Graham is a financial advisor operating out of Jacksonville, Florida with 7 years of relevant experience. Graham currently works for Securian Financial Services, Inc. During their career, the advisor has held roles at New England Securities, Metlife Securities Inc, Securian Financial Services Inc, Minnestoa Life Insurance Co and Capital Financial Strategies. Graham has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida and Texas. Securian Financial Services, Inc is a registered investment firm operating out of Saint Paul, MN. It has offices in 155 locations and a total of 1,750 employees. It has $21 billion in assets between its 76,075 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to 165 charitable organizations. Of its 76,075 client accounts, 18% belong to high-net-worth individuals who have greater than $1 million in investable assets. Securian Financial Services, Inc provides a broad array 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. Fees for financial management depend on which services the firm provides the client. Fee types charged by Securian Financial Services, Inc most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Securian Financial Services, Inc Brokerage Details
$20,684,796,225
1,750
76,075
$271,900
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
Robert Graham Work History
Robert has been registered as a financial advisor for 7 years.*
Securian Financial Services Inc
Minnestoa Life Insurance Co
Capital Financial Strategies
Metlife Securities Inc
New England Securities
*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 Robert 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 Securian Financial Services, Inc
Omaha, NE
Minneapolis, MN
Rockville, MD
San Ramon, CA
Saint Louis, MO
Omaha, NE
Tampa, FL
Midlothian, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
