Onterio Devone Graham
Investment adviser representative at Kestra Advisory Services, LLC
9 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 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
- Pension consulting
Experience
9 years in the industry.
- Kestra Investment Services, LLCNov 2025 to now
- Kestra Advisory Services, LLCAug 2025 to now
- Smartpro FinancialMay 2025 to Jul 2025
- Ey/tapfinJul 2018 to Apr 2025
- Usf Federal Credit UnionMay 2016 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 6997164
- Firm CRD
- 283330