Lisa Victoria Graham
Investment adviser representative at Wealthspire Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$34.3BFirm assets
Are you Lisa Victoria Graham? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Wealthspire AdvisorsNov 2022 to now
- Wells Fargo Clearing Services, LLCOct 2021 to Sep 2022
- Morgan Stanley Private Bank, N.ADec 2020 to Jul 2021
- Wellsfargo Clearing Services, LLCMar 2016 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (WA).
Wealthspire Advisors
Legal name: Wealthspire Advisors LLC
$34.3BAssets managed
9,973Clients
225Advisers
31 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
- 6985490
- Firm CRD
- 106181