Timothy
Graham
Private Client Services, LLC
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About this Advisor
Timothy Graham is a financial advisor based in Charlotte, North Carolina, working with Private Client Services, LLC. Timothy has previously held positions at Lpl Financial LLC, Alphastar Capital Management, and Private Client Services. Timothy has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Timothy is part of Private Client Services, LLC, which operates out of Charlotte, North Carolina. The firm has 19 offices and 60 employees. The firm manages assets totaling $845.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Private Client Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Private Client Services, LLC Brokerage Details
$845,810,789
60
2,890
$292,668
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Timothy Graham Work History
Private Client Services
Alphastar Capital Management
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Timothy Graham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Gaithersburg, MD
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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