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Garry Graham

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CRD#: 1517325
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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.

Garry Graham, who also goes by Garry Grahamgraniel, was a registered financial professional .

Garry is a previously registered financial professional and started their career in finance in 1986. Garry had worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Garry Grahamgraniel

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.
I AM LICENSED TO SELL INSURANCE PRODUCTS IN THE STATE OF HAWAII.

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

July 17, 2015 - January 6, 2023

ORACLE PORTFOLIO MANAGEMENT

RIA
CRD#: 125375
HONOLULU, HI
Past

April 1, 2004 - December 31, 2013

ORACLE PORTFOLIO MANAGEMENT

RIA
CRD#: 125375
HUNTINGTON BEACH, CA
Past

June 24, 1986 - July 12, 1993

GRIFFIN FINANCIAL SERVICES

BD
CRD#: 10823

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
IAR
Series 65
Date: 3/25/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


OP
ORACLE PORTFOLIO MANAGEMENT
GUERRILLA PUBLISHING, LLC | THE NO-LOAD FUND ADVISOR | ORACLE PORTFOLIO MANAGEMENT | INSURANCE BROKER

CRD#: 125375 / SEC#:

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Contact information


Main Address
Honolulu, HI
Mailing Address
4533 Macarthur Blvd. Suite#5018, Newport Beach, CA 92660
Phone number
(904) 657-0669
Established
Firm type
Fiscal year end
# of Employees
1

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


ORACLE PORTFOLIO MANAGEMENT

CRD#: 125375

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