Kathleen
Graves
Pettyjohn, Wood & White, Inc
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About this Advisor
Kathleen Graves is a financial advisor based in Lynchburg, Virginia, working with Pettyjohn, Wood & White, Inc. Kathleen has previously held positions at Suntrust Banks, Inc, Suntrust Investment Services, Inc, Suntrust Bank, Suntrust Advisory Services, and Pettyjohn, Wood & White, Inc. Kathleen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Kathleen is part of Pettyjohn, Wood & White, Inc, which operates out of Lynchburg, Virginia. The firm has 6 employees and manages assets totaling $734.4 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Pettyjohn, Wood & White, Inc includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pettyjohn, Wood & White, Inc Brokerage Details
$734,420,311
6
970
$757,134
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kathleen Graves Work History
Pettyjohn, Wood & White, Inc
Suntrust Investment Services, Inc
Suntrust Bank
Suntrust Advisory Services
Suntrust Banks, Inc
Disclosures
Please visit the SEC profile of Kathleen Graves 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 Pettyjohn, Wood & White, Inc
Lynchburg, VA
Lynchburg, VA
Lynchburg, VA
Lynchburg, VA
Lynchburg, VA
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