Graham
Strickland

S&S Wealth Management

CRD#5590719
Investment Advisor
in Grand Prairie, TX

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About this Advisor

Graham Strickland is a financial advisor who works out of Grand Prairie, Texas with 12 years of relevant experience. Strickland is an employee of S&S Wealth Management. Throughout their career, Strickland has worked at Dfg-Self Employed, S&S Wealth Management, L.P and Triad Advisors Inc. Strickland has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Louisiana and Texas. S&S Wealth Management is a registered investment business that has its headquarters in Grand Prairie, TX. It administers $110 million in assets among its 795 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm provides financial advisory services to one charitable organizations. Of its 795 accounts, just 10% are associated with high-net-worth investors who have more than $1 million in assets. S&S Wealth Management has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. A financial advisor's fee schedules usually are based on the type of financial services. Fees charged by S&S Wealth Management typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets

Office Location

2505 N. Highway 360 Suite 490
Grand Prairie, TX 75050-7825

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S&S Wealth Management Brokerage Details

Total Assets Under Management

$110,079,708

TX Average: $3,042,739,679
Total Number of Employees

3

TX Average: 49
Total Number of Accounts

795

TX Average: 2,315
Average Account Size

$138,465

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Graham Strickland Work History

Graham has been registered as a financial advisor for 12 years.*

2012 - Present (12 years)

Triad Advisors Inc

2011 - Present (13 years)

S&S Wealth Management, L.P

2003 - Present (21 years)

Dfg-Self Employed

*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 Strickland 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 S&S Wealth Management

Paula Knox
Grand Prairie, TX
Stacey Smith
Grand Prairie, TX
Michael Finley
Grand Prairie, TX
Graham Strickland
Grand Prairie, 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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