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RG

Richard E. Graham

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CRD#: 1076455
RG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Richard Eugene Graham, who also goes by Rich Graham, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1982. Richard had worked at 3 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rich Graham

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 16, 1998 - January 10, 2020

ELEY-GRAHAM-AUSTGEN FINANCIAL ADVISORY SERVICES

RIA
CRD#: 121635
MERRILLVILLE, IN
Past

July 6, 1994 - December 31, 2019

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
MERRILLVILLE, IN
Past

February 23, 1988 - January 13, 1999

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

August 6, 1984 - December 31, 2019

FSC SECURITIES CORPORATION

BD
CRD#: 7461
MERRILLVILLE, IN
Past

November 23, 1982 - July 27, 1984

MONY SECURITIES CORPORATION

BD
CRD#: 4386

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/3/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


EF
ELEY-GRAHAM-AUSTGEN FINANCIAL ADVISORY SERVICES
ELEY-GRAHAM ADVISORY CORPORATION | GRAHAM PROFESSIONAL BUILDING | ELEY-GRAHAM-AUSTSEN FINANCIAL ADVISORY SERVICES | ELEY-GRAHAM-AUSTGEN FINANCIAL ADVISORY SERVICES | ELEY-GRAHAM FINANCIAL ADVISORY SERVICES

CRD#: 121635 / SEC#:

Illinois
Registered Investment Advisory firm - (8/16/1985 Approved)
Indiana
Registered Investment Advisory firm - (1/1/1986 Approved)
Texas
Registered Investment Advisory firm - (5/5/2008 Approved)
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Contact information


Main Address
One Professional Center 2100 N. Main Street, Suite 202, Crown Point, IN 46307
Mailing Address
Phone number
(219) 736-6900
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ELEY-GRAHAM-AUSTGEN FINANCIAL ADVISORY SERVICES

CRD#: 121635

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