Griffith
Graham

John Hancock Personal Financial Services, LLC

CRD#6242907
Investment Advisor
in Atlanta, GA

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About this Advisor

Griffith Graham is a financial advisor based in Atlanta, Georgia, working with John Hancock Personal Financial Services, LLC. Griffith has previously held positions at Fidelity Brokerage Services, LLC, E*Trade Securities LLC, Scottrade, Td Ameritrade, Inc, Td Ameritrade Investment Management, LLC, Personal Capital Advisors Corporation, Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, John Hancock Distributors LLC, and John Hancock. Griffith has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Georgia and Massachusetts. Currently, Griffith is part of John Hancock Personal Financial Services, LLC, which operates out of Atlanta, Georgia. The firm has 149 employees and manages assets totaling $1.9 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at John Hancock Personal Financial Services, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1050 Crown Pointe Parkway Suite 1100
Atlanta, GA 30338

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John Hancock Personal Financial Services, LLC Brokerage Details

Total Assets Under Management

$1,851,515,819

GA Average: $16,012,751,954
Total Number of Employees

149

GA Average: 118
Total Number of Accounts

27,727

GA Average: 4,567
Average Account Size

$66,777

GA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Griffith Graham Work History

2022 - Present (2 years)

John Hancock Distributors LLC

2022 - Present (2 years)

John Hancock

2021 - 2022 (1 year)

Wells Fargo Bank, Na

2021 - 2022 (1 year)

Wells Fargo Clearing Services, LLC

2020 - 2020 (< 1 year)

Personal Capital Advisors Corporation

2020 - 2021 (1 year)

Td Ameritrade, Inc

2018 - 2020 (2 years)

Td Ameritrade, Inc

2018 - 2020 (2 years)

Td Ameritrade Investment Management, LLC

2016 - 2018 (2 years)

Scottrade

2015 - 2016 (1 year)

E*Trade Securities LLC

2014 - 2015 (1 year)

Fidelity Brokerage Services, LLC

2013 - 2014 (1 year)

Fidelity Brokerage Services, LLC

Disclosures

Please visit the SEC profile of Griffith 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 John Hancock Personal Financial Services, LLC

Thomas Wironen
Boston, MA
Alberto Munoz
Miami, FL
Courtney Swan
Boston, MA
Wesley Collard
Boston, MA
Carl Farnham
Boston, MA
Steven Benzing
Boston, MA
Michael Langone
Boston, MA
Ellen Darling
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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