Gregory
Graves
Fiscal Wisdom Wealth Management LLC
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About this Advisor
Gregory Graves is a financial advisor based in Bremerton, Washington, working with Fiscal Wisdom Wealth Management LLC. Gregory has previously held positions at Port Gamble Police Department, Thrivent Investment Management Inc, Thrivent Financial, Parker Financial LLC, Smartlife Financial Group, LLC, and Portsmouth-Smartlife Financial Group, LLC. Gregory has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Idaho and Washington. Currently, Gregory is part of Fiscal Wisdom Wealth Management LLC, which operates out of Bremerton, Washington. The firm has 10 offices and 22 employees. The firm manages assets totaling $213.8 million and offers services including financial planning services, portfolio management for individuals and small businesses, educational seminars, and other services. The fee structure at Fiscal Wisdom Wealth Management LLC includes asset-based, hourly, and other fees.
Certifications and Registrations
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Office Location
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Fiscal Wisdom Wealth Management LLC Brokerage Details
$213,793,318
22
2,064
$103,582
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Gregory Graves Work History
Portsmouth-Smartlife Financial Group, LLC
Thrivent Investment Management Inc
Smartlife Financial Group, LLC
Parker Financial LLC
Thrivent Financial
Thrivent Financial
Port Gamble Police Department
Disclosures
Please visit the SEC profile of Gregory 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 Fiscal Wisdom Wealth Management LLC
Thomaston, CT
Canton, CT
Canton, CT
Canton, CT
Cupertino, CA
Canton, CT
Bremerton, WA
Canton, CT
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