Lisa
Graham
Wealthspire Advisors
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About this Advisor
Lisa Graham is a financial advisor based in Seattle, Washington, working with Wealthspire Advisors. Lisa has previously held positions at Cedarbrook Lodge, Morgan Stanley Private Bank, N.A, Wells Fargo Clearing Services, LLC, Wellsfargo Clearing Services, LLC, and Wealthspire Advisors. Lisa has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Lisa is part of Wealthspire Advisors, which operates out of Seattle, Washington. The firm has 2 offices and 45 employees. The firm manages assets totaling $2.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Wealthspire Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthspire Advisors Brokerage Details
$2,819,336,852
45
944
$2,986,586
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Lisa Graham Work History
Wealthspire Advisors
Wells Fargo Clearing Services, LLC
Morgan Stanley Private Bank, N.A
Wellsfargo Clearing Services, LLC
Cedarbrook Lodge
Disclosures
Please visit the SEC profile of Lisa 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 Wealthspire Advisors
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
Seattle, WA
San Rafael, CA
San Rafael, CA
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