Jim Graves, RIA

Independent Branch Financial Consultant

+1 706-525-7204

Financial credentials

  • Registered Investment Advisor
  • Series 6, 7, 24, 63, 66 Securities Licenses

Experience

22 years of professional experience

  • Independent Branch Financial Consultant, Charles Schwab, 2021-present
  • Field Support Rep, Primerica, 2019-2020
  • Investment Consultant, Scottrade, 2008-2018
  • Supervisor, Merrill Lynch, 2000-2006

Education

  • Bachelors degree- Business Management -Georgia State University

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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