Aaron Brian Graham
Investment adviser representative at Ag Financial
21 yearsExperience
3 statesRegistered in
$103.5MFirm assets
20 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- Ag Financial, LLCMar 2006 to now
- Aaron GrahamJan 2006 to now
- United Planners Financial ServicesJul 2005 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (AZ, TX, UT).
Ag Financial
Legal name: Ag Financial, LLC
$103.5MAssets managed
188Clients
2Advisers
20 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
- 3167246
- Firm CRD
- 140226