Graham
Douglass
Wimmer Consulting, LLC
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About this Advisor
Graham Douglass is a financial advisor based out of Irving, Texas with a total of 4 years of industry experience. Douglass is on the advisory team at Wimmer Consulting, LLC. Their career trajectory has included roles at Wimmer Consulting, LLC, Brown, Godwin And Company, Cgi Technologies And Solutions, Inc and Tracker Serivces, LLC. Douglass holds a Series 65 license, certifying them as an investment advisor representative, and can serve investors in Texas. Wimmer Consulting, LLC is an advisory business based out of Irving, TX. It administers $147 million in assets between its 33 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 33 client accounts, just 9% are held by high-net-worth clients who have at least $1 million in assets. Wimmer Consulting, LLC performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules typically are based on the type of financial services offered. However, fees billed by Wimmer Consulting, LLC can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wimmer Consulting, LLC Brokerage Details
$147,053,300
2
33
$4,456,161
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
Graham has been registered as a financial advisor for 4 years.*
Wimmer Consulting, LLC
Wimmer Consulting, LLC
Brown, Godwin And Company
Cgi Technologies And Solutions, Inc
Tracker Serivces, LLC
*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 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 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.
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