Tim Graham Email
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Tim Graham Location
- Charlotte, NC, US
Tim Graham Work
- President @ (July 2022 - Present)
- Chief Operations Officer @ (May 2021 - July 2022)
- Chief Operating Officer @ (October 2019 - October 2020)
- Senior Vice President, Service, Trading and Operations @ (October 2015 - September 2019)
- Vice President @ (January 2012 - September 2015)
- Assistant Vice President @ (January 2008 - December 2011)
- Director @ (May 2007 - December 2007)
- Operations Manager @ (May 2006 - May 2007)
- Operations Manager and Compliance Officer and Trader @ (January 2000 - May 2006)
Tim Graham Education
- Keene State College
Bachelor of Science Degree (Business Management)
1996-2000
Tim Graham Skills
- 401k
- Alternative Investments
- Asset Allocation
- Asset Management
- FINRA
- Financial Services
- Fixed Annuities
- Investment Advisory
- Investments
- Mutual Funds
- Retirement
- Retirement Planning
- Securities
- Series 24
- Series 63
- Series 66
- Series 7
- Wealth Management
Tim Graham Summary
- Tim Graham, based in Charlotte, NC, US, is currently a President at Private Client Services (PCS), Member FINRA, SIPC. Tim Graham brings experience from previous roles at Private Client Services (PCS), Member FINRA, SIPC, Alphastar Capital Management, LLC and LPL Financial. Tim Graham holds a 1996 - 2000 Bachelor of Science Degree in Business Management @ Keene State College. With a robust skill set that includes 401k, Alternative Investments, Asset Allocation, Asset Management, FINRA and more. Tim Graham has 1 emails on RocketReach.
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