Unclaimed Profile

John Graham Spiers

WAYPOINT ADVISORS, LLC·NORFOLK, Virginia

Series 3Clean record22 years registeredWAYPOINT ADVISORS, LLC

999 WATERSIDE DRIVE, NORFOLK, VA 23510CRD# 2704047Firm CRD# 115810

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Graham Spiers · NORFOLK, VA

Registration

CRD #2704047 · WAYPOINT ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

THE MAIN STREET GROUP

Mar 2019 – present

THE MAIN STREET GROUP

Mar 2018 – Nov 2018

GLEN ALLEN, VA

WAYPOINT ADVISORS, LLC

May 2004 – Feb 2013

NORFOLK, VA

Registrations & Exams

FINRA examinations passed

Series 3

Registration record

First registered · May 10, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WAYPOINT ADVISORS, LLC

CRD 115810 · SEC 801-61451

AUM

$215M

Regulatory assets under management

Employees

103 client accounts

Services offered by WAYPOINT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WAYPOINT ADVISORS, LLC →

Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NORFOLK?

Browse all registered financial advisors in NORFOLK, Virginia or claim this profile if it's yours.

Browse NORFOLK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does John Graham Spiers offer?

John Graham Spiers specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORFOLK, Virginia for a consultation.

What are John Graham Spiers's credentials?

John Graham Spiers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Graham Spiers located?

John Graham Spiers is based in NORFOLK, Virginia, working with WAYPOINT ADVISORS, LLC. Their office serves clients in the NORFOLK metropolitan area and surrounding communities.

How does John Graham Spiers charge for services?

John Graham Spiers'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 WAYPOINT ADVISORS, LLC?

WAYPOINT ADVISORS, LLC has approximately 7 employees and manages $215M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →