Gavin Graham (CRD# 7283472) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has 1 year of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wedge Capital Management L.l.p. | Charlotte, NC | Oct 2023 - Current | < 1 |
| Wells Fargo Bank, N.a. | Charlotte, NC | Sep 2022 - Oct 2023 | 1 |
| Wells Fargo Bank, N.a. | Charlotte, NC | Aug 2021 - Sep 2022 | 1 |
| Wells Fargo Bank, N. A. | Charlotte, NC | Aug 2020 - Aug 2021 | 1 |
| Wells Fargo Securities, LLC | Charlotte, NC | Aug 2020 - Aug 2021 | 1 |
| Wells Fargo Securities | Charlotte, NC | May 2020 - Jul 2020 | < 1 |
| Insight Global | Charlotte, NC | Jun 2019 - Apr 2020 | < 1 |
| Duke University | Durham, NC | Jan 2019 - May 2019 | < 1 |
| Onemain Financial | Manassas, VA | Jun 2018 - Dec 2018 | < 1 |
| Duke University | Durham, NC | Aug 2017 - May 2018 | < 1 |
| State Farm Insurance | Gainesville, VA | Jun 2017 - Jul 2017 | < 1 |
| Duke University | Durham, NC | Aug 2014 - May 2017 | 2 |
| Mdt Armour | Washington D.c., DC | Jul 2014 - Jul 2014 | < 1 |
| Patriot High School | Nokesville, VA | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- NC
-
Total Assets Under Management7,583MILLIONS
-
Total Number of Accounts234ACCOUNTS
-
Average Account Value$32,405,983
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, GA, NC, NY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.