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KG

Karon Graves

AMERICAN GLOBAL WEALTH MANAGEMENT
Mcdonough, GA 30253
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CRD#: 2384866
KG

Professional summary


Karon Graves is a registered financial professional currently at AMERICAN GLOBAL WEALTH MANAGEMENT, INC. located in Mcdonough, Georgia.

Karon is registered as a RR (Registered Representative) and started their career in finance in 1993. Karon has worked at 9 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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) - BD


Click below to view Karon Graves'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

June 2, 2020 - Present

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

Office #1: 1600 Pennsylvania Avenue, Mcdonough, GA 30253
BD
CRD#: 7388
Mcdonough, GA
Past

November 1, 2019 - June 12, 2020

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Decatur, GA
Past

June 20, 2017 - November 1, 2019

CAPE SECURITIES INC.

BD
CRD#: 7072
Decatur, GA
Past

May 30, 2017 - November 1, 2019

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

BD
CRD#: 7388
MCDONOUGH, GA
Past

June 10, 2013 - May 25, 2017

DEMPSEY LORD SMITH, LLC

BD
CRD#: 141238
DECATUR, GA
Past

April 1, 2005 - July 5, 2013

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
DECATUR, GA
Past

December 4, 2002 - April 12, 2005

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

May 8, 2002 - December 2, 2002

STUART SECURITIES CORP.

BD
CRD#: 47076
NORCROSS, GA
Past

September 22, 2000 - December 31, 2001

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
MINNEAPOLIS, MN
Past

November 1, 1993 - July 30, 1998

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
LOS ANGELES, CA

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(6/2/2020)
RR
Florida
(6/21/2021)
RR
Georgia
(6/2/2020)
RR
North Carolina
(7/27/2023)
RR
South Carolina
(6/2/2020)
RR
Tennessee
(6/2/2020)
RR
Texas
(6/2/2020)
RR
Virginia
(7/27/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 11/2/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AG
AMERICAN GLOBAL WEALTH MANAGEMENT, INC.
AMERICAN GLOBAL WEALTH MANAGEMENT, INC. | WISCONSIN DISCOUNT SECURITIES CORPORATION

CRD#: 7388 / SEC#: , 8-21584

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
1600 Pennsylvania Ave., Mcdonough, GA 30253
Mailing Address
1600 Pennsylvania Ave., Mcdonough, GA 30253
Phone number
(770) 400-9862
Established
Wisconsin since 02/25/1977
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
AMERICAN GLOBAL WEALTH SERVICES, INC.OWNER
CIANTRO, PHILIPFINOP2350685
FAULK, RACHELCHIEF COMPLIANCE OFFICER7712313
LYNCH, JOHN KEVINPRESIDENT1579665
WEBB, JAMES RANDALLCHIEF OPERATIONS OFFICER2089446
WEBB, JAMES RANDALLCHAIRMAN2089446
WEBB, JAMES RANDALLOWNER2089446

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


AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

CRD#: 7388Mcdonough, GA 30253

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