Mark Graffagnini, financial advisor Thibodaux LA

Mark Graffagnini

CRD Number: 7234248
Current Firm: Callais Capital Management, LLC

Mark Graffagnini (CRD# 7234248) is an Investment Advisor Representative working at Callais Capital Management, LLC in Thibodaux, LA and has over 3 years of experience in the finance industry.

Similar Advisors
Blake Aucoin, financial advisor Thibodaux LA
Blake A. Aucoin
CRD# 3111831
Edward Jones
Similar Advisors
Chad Aucoin, financial advisor Thibodaux LA
Chad M. Aucoin
CRD# 4361234
Edward Jones
Similar Advisors
Benton Ayo, financial advisor Thibodaux LA
Benton T. Ayo
CRD# 4467665
Cetera Investment Advisers LLC
Company Name Location Dates Years
Callais Capital Management LLC Thibodaux, LA Dec 2019 - Current 4
Cara Stone LLP New Orleans, LA Sep 2016 - Current 7
Graffagnini, A Law Corporation New Orleans, LA Jan 2009 - Sep 2016 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2020
Contact Info for Mark J. Graffagnini
Phone Number: (985) 492-2323
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    66
    MILLIONS
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $9,469,456
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

LA

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

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.