Graham
Hawes
Captrust
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About this Advisor
Graham Hawes is a financial advisor based in Raleigh, North Carolina, working with Captrust. Graham has previously held positions at Oppenheimer & Co. Inc, Ihs Markit (Merged With S&P Global On 02/2022), Financial Symmetry, Credit Suisse, Situsamc, Country Club Of North Carolina, Sandhills Community College, North Carolina State University, Capfinancial Partners LLC (Captrust), and Capfinancial Securities LLC. Graham has passed the Series 63 regulatory exam and is registered to provide services in North Carolina. Currently, Graham is part of Captrust, which operates out of Raleigh, North Carolina. 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.
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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
Graham Hawes Work History
Capfinancial Partners LLC (Captrust)
Capfinancial Securities LLC
Oppenheimer & Co. Inc
Ihs Markit (Merged With S&P Global On 02/2022)
Financial Symmetry
Credit Suisse
Situsamc
North Carolina State University
Sandhills Community College
Country Club Of North Carolina
Disclosures
Please visit the SEC profile of Graham Hawes 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
Dayton, OH
Tampa, FL
Lone Tree, CO
Raleigh, NC
San Antonio, TX
Wenatchee, WA
Birmingham, AL
Houston, TX
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