Elizabeth
Graham

Riggs Asset Management Co Inc

CRD#4347616
Investment Advisor
in Dallas, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Elizabeth Graham is a financial advisor based in Dallas, Pennsylvania with a total of 10 years of industry experience. Graham is an employee of Riggs Asset Management Co Inc. They have spent their complete career at Riggs Asset Management Co Inc. Graham has a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Pennsylvania. Riggs Asset Management Co Inc is a registered investment firm based out of Dallas, PA. The company has offices in two locations and a total of eight employees. It manages $424 million in total assets between its 797 client accounts, placing it among the larger firms in the United States by assets under management. The firm provides financial advisory services to six charitable organizations. Of its 797 accounts, 25% are associated with high-net-worth investors who have greater than $1 million in investable assets. Riggs Asset Management Co Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters and other services. Financial management fee schedules depend on the services offered. Fee types billed by Riggs Asset Management Co Inc likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

The Grand Highlands Two Newberry Estates
Dallas, PA 18612

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.

Riggs Asset Management Co Inc Brokerage Details

Total Assets Under Management

$423,625,509

PA Average: $15,833,994,310
Total Number of Employees

8

PA Average: 41
Total Number of Accounts

797

PA Average: 3,342
Average Account Size

$531,525

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Other

Elizabeth Graham Work History

Elizabeth has been registered as a financial advisor for 10 years.*

2001 - Present (23 years)

Riggs Asset Management Company

*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 Elizabeth 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 Riggs Asset Management Co Inc

Robert Graham
Dallas, PA
Susan Shoemaker
Dallas, PA
Elizabeth Graham
Dallas, PA
Robert Graham
Dallas, PA
Alan Glassman
Dallas, PA
Robert Graham
Bolivia, NC

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started