Graham Guthrie (CRD# 6438354) is an Investment Advisor Representative working at Eastwind Capital Wealth Management in Westerville, OH and has over 6 years of experience in the finance industry.
CRD# 5590975
Concordia Wealth Planning, LLC
CRD# 706698
Independent Financial Partners
CRD# 2716981
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eastwind Capital Wealth Management | Westerville, OH | Apr 2018 - Current | 6 |
| Guthrie Law Office, LLC | Dublin, OH | Apr 2005 - Current | 19 |
| Money Concepts Capital Corp. | Palm Beach Gardens, FL | Feb 2015 - Mar 2018 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
- FL
- OH
- PA
-
Total Assets Under Management52MILLIONS
-
Total Number of Accounts485ACCOUNTS
-
Average Account Value$107,292
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Other
FL, LA, OH, PA, TX
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