Graham Stewart Wickham
Investment adviser representative at Wickham Financial & Insurance Services
26 yearsExperience
2 statesRegistered in
$193MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Wickham Financial & Insurance ServicesFeb 2020 to now
- The Wickham Agency IncSep 2006 to now
- Wickham Financial Group IncJan 2000 to now
- Carter Terry & Company Inc.Mar 2010 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Wickham Financial & Insurance Services
Legal name: Wickham Financial Group, Inc.
$193MAssets managed
308Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2508545
- Firm CRD
- 307299