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AG

Asa W. Graves

GRAVES LIGHT LENHART
HARRISONBURG, VA 22801
Some features on this profile are disabled
CRD#: 2173587
AG

Professional summary


Asa Wesley Graves VII, who also goes by Ace Graves, Asa Wesley Graves, is a registered financial advisor currently at GRAVES LIGHT LENHART located in Harrisonburg, Virginia.

Asa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Asa has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Ace Graves | Asa Wesley Graves

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.
SMITHLAND FARMS; INV RELATED; HARRISONBURG, VA; FAMILY FARM; 9.5% OWNER; START 1/5/2009; 0 HOURS PER MONTH, 0 DURING TRADING; NO DUTIES, PASSIVE OWNER.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Asa Wesley Graves VII's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

August 31, 2018 - Present

GRAVES LIGHT LENHART

Office #1: 100 South Mason Street,suite C, Harrisonburg, VA 22801
RIA
CRD#: 298283
HARRISONBURG, VA
Past

June 17, 2003 - September 5, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
HARRISONBURG, VA
Past

May 9, 2003 - September 5, 2018

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
HARRISONBURG, VA
Past

October 1, 1999 - November 7, 2002

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

March 4, 1994 - October 1, 1999

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GL
GRAVES LIGHT LENHART
GRAVES LIGHT LENHART | TEAL ADVISORS, LLC | GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT, INC. | GRAVES LIGHT LENHART WEALTH, INC.

CRD#: 298283 / SEC#: 801-113908

RIA
Registered Investment Advisory firm - (8/24/2018 Approved)

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Virginia
(8/31/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 8/29/2001
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


GL
GRAVES LIGHT LENHART
GRAVES LIGHT LENHART | TEAL ADVISORS, LLC | GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT, INC. | GRAVES LIGHT LENHART WEALTH, INC.

CRD#: 298283 / SEC#: 801-113908

RIA
Registered Investment Advisory firm - (8/24/2018 Approved)
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Contact information


Main Address
100 South Mason Street Suite C, Harrisonburg, VA 22801
Mailing Address
Phone number
(540) 433-3076
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (7 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GLL FIRM DISCLOSURE BROCHURE 3.4.25 (3/4/2025)

Regulatory assets under management


Total Number of Accounts1,217
AUM (Assets Under Management)$ 1,081,499,052

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


GRAVES LIGHT LENHART

CRD#: 298283Harrisonburg, VA 22801

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Contact information


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