Unclaimed Profile

John Graham Spiers

WAYPOINT ADVISORS, LLC·NORFOLK, Virginia

Clean recordWAYPOINT 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Graham Spiers is a registered financial advisor based in NORFOLK, Virginia, affiliated with WAYPOINT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WAYPOINT ADVISORS, LLC

AUM

$215M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WAYPOINT ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2704047

Firm CRD# 115810

View on FINRA BrokerCheck →

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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.

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