Graham
Martin
Principal Advised Services
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About this Advisor
Graham Martin is a financial advisor based in Kannapolis, North Carolina, working with Principal Advised Services. Graham has previously held positions at Group Management Services, The Bakery Shoppe, Newsong Church (Ardent Faith Ministries), University Of North Carolina At Charlotte, Community School Of Davidson High School, Carolina Cones, Associated Staffing, Principal Securities, Principal Life Insurance, and Principal Advised Services. Graham has passed the Series 66 regulatory exam and is registered to provide services in Iowa and North Carolina. Currently, Graham is part of Principal Advised Services, which operates out of Kannapolis, North Carolina. The firm has 157 offices and 343 employees. Principal Advised Services manages assets totaling $887.3 million and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Principal Advised Services includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Principal Advised Services Brokerage Details
$887,316,440
343
16,940
$52,380
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Graham Martin Work History
Principal Securities
Principal Life Insurance
Principal Advised Services
Associated Staffing
Group Management Services
The Bakery Shoppe
Newsong Church (Ardent Faith Ministries)
University Of North Carolina At Charlotte
Carolina Cones
Community School Of Davidson High School
Disclosures
Please visit the SEC profile of Graham Martin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Principal Advised Services
Charlotte, NC
Charlotte, NC
Monroe, NC
Charlotte, NC
Charlotte, NC
Des Moines, IA
Boynton Beach, FL
Phoenix, AZ
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