Greg Eric Graham
Investment adviser representative at Townsend
15 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$1.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- TownsendJun 2026 to now
- Private Client ServicesJun 2026 to now
- Townsend & AssociatesMay 2026 to now
- TIAAJan 2011 to Mar 2026
- TIAA-CREF Individual & Institutional Services, LLCJan 2011 to Mar 2026
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (CO).
Townsend
Legal name: Townsend & Associates, Inc.
$1.5BAssets managed
1,514Clients
18Advisers
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
- 3252996
- Firm CRD
- 113681