William Graves (CRD# 4163522) is an Investment Advisor Representative working at Outlook Wealth Advisors, LLC in The Woodlands, TX and has over 5 years of experience in the finance industry.
CRD# 5776541
Equitable Advisors, LLC
CRD# 4079212
Lpl Financial LLC
CRD# 1492644
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Outlook Wealth Advisors, LLC | The Woodlands, TX | Jan 2024 - Current | < 1 |
| Guardian Life Insurance Company | Houston, TX | May 2023 - Jan 2024 | < 1 |
| Park Avenue Securities | Houston, TX | May 2023 - Jan 2024 | < 1 |
| Guardian Life Insurance Company | Austin, TX | Mar 2021 - May 2023 | 2 |
| Park Avenue Securities | Austin, TX | Mar 2021 - May 2023 | 2 |
| Guardian Life Insurance Company | Houston, TX | Jan 2021 - Mar 2021 | < 1 |
| Park Avenue Securities | Houston, TX | Jan 2021 - Mar 2021 | < 1 |
| King Operating | Austin, TX | Sep 2020 - Jan 2021 | < 1 |
| Unemployed | Austin, TX | Apr 2020 - Sep 2020 | < 1 |
| Eqis | San Rafael, CA | Dec 2018 - Apr 2020 | 1 |
| Gagni Asset Management | San Antonio, TX | Jan 2018 - Nov 2018 | < 1 |
| Unemployed | Austin, TX | Oct 2017 - Dec 2017 | < 1 |
| Transamerica Capital, Inc. | Denver, CO | Jan 2011 - Sep 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
| S63 | Uniform Securities State Law Examination | Mar 2021 |
- TX
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Total Assets Under Management463MILLIONS
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Total Number of Accounts2,561ACCOUNTS
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Average Account Value$180,861
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CO, FL, LA, OK, TX
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