Eric Graves, financial advisor Meridian MS

Eric Graves

CRD Number: 6724711
Current Firm: Ameriprise Financial Services, LLC

Eric Graves (CRD# 6724711) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Meridian, MS and has over 7 years of experience in the finance industry.

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Stifel, Nicolaus & Company, Incorporated
Company Name Location Dates Years
Ameriprise Financial Services, LLC Meridian, MS Mar 2020 - Current 4
Great Southern Bank Meridian, MS Jan 2020 - Current 4
Ameriprise Financial Services, Inc. Meridian, MS Jan 2020 - Mar 2020 < 1
Cetera Investment Advisers LLC Meridian, MO Mar 2017 - Jan 2020 2
Cetera Investment Services LLC St Cloud, MN Jan 2017 - Jan 2020 3
Regions Bank Meridian, MS Jan 2015 - Jan 2020 5
Crossview Church Collinsville, MS Oct 2014 - Mar 2016 1
Alfa Insurance Newton, MS May 2012 - Oct 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2017
Contact Info for Eric V. Graves
Phone Number: 612-671-3131
Registered State(s):
  • MS
  • TX
By the Numbers
  • Total Assets Under Management
    479,794
    MILLIONS
  • Total Number of Accounts
    2,284,921
    ACCOUNTS
  • Average Account Value
    $209,983
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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