Alex Phillip Graham
Investment adviser representative at Tanara Wealth Management LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm 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
Experience
14 years in the industry.
- Tanara Wealth Management, LLCApr 2026 to now
- Andina AdvisorsSep 2022 to Apr 2026
- Andina Capital Management, LLCSep 2022 to Apr 2026
- Allos Investment AdvisorsOct 2020 to Sep 2022
- Searcy FinancialOct 2020 to Aug 2022
- Aldrich WealthFeb 2020 to Sep 2020
- Firstpurpose WealthNov 2017 to Jan 2020
- Uvu Money Management Resource CenterAug 2017 to Jan 2020
- Sundance Mountain ResortDec 2016 to Feb 2020
- Holland America Princess - AlaskaApr 2016 to Aug 2017
- StudentSep 2012 to Nov 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (UT).
Tanara Wealth Management LLC
$1.1BAssets managed
390Clients
7Advisers
Under 1 yearIn 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
- 7247089
- Firm CRD
- 340174