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Robert E Graham

GREAT LAKES & ATLANTIC WEALTH MANAGEMENT AND ADVISORY PARTNERS·CHARLOTTE, North Carolina
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200 SOUTH TRYON STREET, CHARLOTTE, NC 28202CRD# 712145Firm CRD# 170037
01

About

Robert E Graham is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with GREAT LAKES & ATLANTIC WEALTH MANAGEMENT AND ADVISORY PARTNERS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
HAYDEN ROYAL, LLC
HAYDEN ROYAL
AUM
$597M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at HAYDEN ROYAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Commissions
Other: FINANCIAL PLANNING FEE
Regulatory
SEC/IARD CRD# 712145
Firm CRD# 170037
5 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert E Graham offer?
Robert E Graham specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Robert E Graham's credentials?
Robert E Graham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert E Graham located?
Robert E Graham is based in CHARLOTTE, North Carolina, working with GREAT LAKES & ATLANTIC WEALTH MANAGEMENT AND ADVISORY PARTNERS. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Robert E Graham charge for services?
Robert E Graham's firm is compensated through percentage of aum, hourly charges, commissions, other: financial planning fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREAT LAKES & ATLANTIC WEALTH MANAGEMENT AND ADVISORY PARTNERS?
GREAT LAKES & ATLANTIC WEALTH MANAGEMENT AND ADVISORY PARTNERS has approximately 21 employees and manages $597M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GREAT LAKES & ATLANTIC WEALTH MANAGEMENT AND ADVISORY PARTNERS

Doug G Brown
CHARLOTTE, NC
Jeffrey Randall Hines
CHARLOTTE, NC
Justin Michael Hines
CHARLOTTE, NC
Sarah Margaret Westbrook
CHARLOTTE, NC

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)MATTHEWS (19)
City Guides
RALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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