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About this Advisor
Bruce Graham is a chartered financial analyst based out of Raleigh, North Carolina, who has 33 years in the industry. Graham is on the advisory team at Captrust. During their career, the advisor has held roles at Captrust, Shields & Company and Managed Account Services. Graham maintains a Series 63 license, certifying them as a securities representative, and is able to work in Connecticut. Captrust is an advisory firm that has its headquarters in Raleigh, North Carolina. The investment advisory business has offices in 34 locations and a total of 412 employees. It controls $274 billion in assets between its 16,305 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 74 charitable organizations. Of its 16,305 client accounts, just 8% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Captrust performs a number 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 publication of newsletters. Fees for financial advice largely vary depending on the services offered. However, fee types charged by Captrust may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Captrust Brokerage Details
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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
Bruce Graham Work History
Bruce has 33 years of experience.
Managed Account Services
Shields & Company
Bruce Graham has no disclosures.
Please visit their SEC profile for more details.