Timothy Daley Graham
Investment adviser representative at Private Client Services, LLC
19 yearsExperience
2 statesRegistered in
$1.4BFirm assets
16 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 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
19 years in the industry.
- Private Client Services, LLCMay 2021 to now
- UnemployedOct 2020 to May 2021
- Alphastar Capital ManagementOct 2019 to Oct 2020
- LPL Financial LLCMay 2007 to Oct 2020
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
Private Client Services, LLC
$1.4BAssets managed
8,765Clients
64Advisers
16 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
- 4461811
- Firm CRD
- 120222