Julie
Graham
Nfp Retirement Inc
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About this Advisor
Julie Graham is a financial advisor based in Austin, Texas, working with Nfp Retirement Inc. Julie has previously held positions at Financial Telesis, Nfp Retirement, Inc, and Nfp Advisor Services, LLC. Julie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Julie is part of Nfp Retirement Inc, which operates out of Austin, Texas. The firm has 26 offices and 219 employees. The firm manages assets totaling $96.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Nfp Retirement Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Nfp Retirement Inc Brokerage Details
$96,454,495,427
219
5,514
$17,492,654
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Julie Graham Work History
Nfp Retirement, Inc
Nfp Advisor Services, LLC
Financial Telesis
Disclosures
Please visit the SEC profile of Julie 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 Nfp Retirement Inc
South Jordan, UT
Aliso Viejo, CA
Houston, TX
Denver, CO
Beachwood, OH
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
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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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.
