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.

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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
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States

CO, WY

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