Graham
Douglass
Wimmer Consulting, LLC
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About this Advisor
Graham Douglass is a financial advisor based in Irving, Texas, working with Wimmer Consulting, LLC. Graham has previously held positions at Wimmer Consulting, LLC, Brown, Godwin And Company, and Cgi Technologies And Solutions, Inc. Graham has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Graham is part of Wimmer Consulting, LLC, which operates out of Irving, Texas. The firm has 2 employees and manages assets totaling $105.9 million. The firm serves high-net-worth clients and offers a range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Wimmer Consulting, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
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Wimmer Consulting, LLC Brokerage Details
$105,867,025
2
29
$3,650,587
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Graham Douglass Work History
Wimmer Consulting, LLC
Wimmer Consulting, LLC
Brown, Godwin And Company
Cgi Technologies And Solutions, Inc
Disclosures
Please visit the SEC profile of Graham Douglass 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 Wimmer Consulting, LLC
Irving, TX
Irving, TX
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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