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Thomas Joseph Graham

SUMMIT INVESTMENT ADVISORS, INC.·HUNT VALLEY, Maryland
Unclaimed Profile
11350 MCCORMICK ROAD, HUNT VALLEY, MD 21031CRD# 716766Firm CRD# 281050
01

About

Thomas Joseph Graham is a registered financial advisor based in HUNT VALLEY, Maryland, affiliated with SUMMIT INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SUMMIT INVESTMENT ADVISORS, INC.
SUMMIT FINANCIAL
AUM
$197M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at SUMMIT INVESTMENT ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 716766
Firm CRD# 281050
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Joseph Graham offer?
Thomas Joseph Graham specializes in Financial Planning, Investment Management. Contact their office in HUNT VALLEY, Maryland for a consultation.
What are Thomas Joseph Graham's credentials?
Thomas Joseph Graham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Joseph Graham located?
Thomas Joseph Graham is based in HUNT VALLEY, Maryland, working with SUMMIT INVESTMENT ADVISORS, INC.. Their office serves clients in the HUNT VALLEY metropolitan area and surrounding communities.
How does Thomas Joseph Graham charge for services?
Thomas Joseph Graham's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMIT INVESTMENT ADVISORS, INC.?
SUMMIT INVESTMENT ADVISORS, INC. has approximately 9 employees and manages $197M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HUNT VALLEY
Charles B Bender — THE FINANCIAL CONSULATE, INCAlfred James Morrison — ASSET STRATEGY CONSULTANTS LLCDonald Bruce Hebb — ABS CAPITAL PARTNERS, INC.Matthew Sanderson Moore — VERDENCE CAPITAL ADVISORS, LLCGregory Robert Britton — CONNECTUS WEALTH, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)TOWSON (88)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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