Marc Graham, financial advisor Sheridan WY

Marc Graham

CRD Number: 2708118
Current Firm: Tejo Financial Advisory

Marc Graham (CRD# 2708118) is an Investment Advisor Representative working at Tejo Financial Advisory in Sheridan, WY and has over 27 years of experience in the finance industry.

Similar Advisors
Anna Bailey, financial advisor Sheridan WY
Anna C. Bailey
CRD# 6174021
Cetera Investment Advisers LLC
Similar Advisors
Franklin Boley, financial advisor Sheridan WY
Franklin N. Boley
CRD# 3114619
D.a. Davidson & Company
Similar Advisors
Donald Calvert, financial advisor Sheridan WY
Donald R. Calvert
CRD# 3123336
U.s. Bancorp Investments, Inc.
Company Name Location Dates Years
Tejo Financial Advisory Lakewood, CO Jul 2022 - Current 1
Shaffer Baucom Engineering & Consulting Lakewood, CO Mar 2019 - Current 4
Bcer Engineering Arvada, CO Sep 2016 - Mar 2019 2
Mckinstry Golden, CO Mar 2010 - Sep 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1996
S65 NASAA Investment Advisors Law Examination Jul 2022
Contact Info for Marc D. Graham
Phone Number: 3072300710
Registered State(s):
  • CO
Current Firm Details
Tejo Financial Advisory
Firm's CRD Number: 322815
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.