Marcus Graham
Investment adviser representative at Truist Advisory Services, Inc.
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$77.4BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Truist Advisory Services, Inc.Jul 2026 to now
- Truist Investment Services, IncJun 2026 to now
- Jon YouattApr 2025 to Jun 2026
- Joseph FunderburkApr 2025 to Jun 2026
- Nicholas WalkerApr 2025 to Jun 2026
- Northwestern Mutual Wealth Management CompanyJul 2024 to Apr 2025
- Donald ClardyJun 2024 to Jul 2024
- Northwestern Mutual Investment Services LLCJun 2024 to Jun 2024
- UnemployedMay 2024 to Jun 2024
- Northwestern Mutual Wealth Management CompanyMay 2023 to Apr 2024
- Northwestern Mutual Investment Services, LLCFeb 2023 to Apr 2024
- Northwestern Mutual Life Insurance CompanySep 2022 to Apr 2024
- UnemployedAug 2022 to Sep 2022
- Costco WholesaleJun 2018 to Jul 2022
- Upstate Living WatersFeb 2018 to May 2018
- Bob Jones UniversitySep 2017 to Jan 2018
- Northland Camp and Conference CenterJun 2017 to Aug 2017
- StudentAug 2016 to May 2018
- Bakers SquareFeb 2016 to Nov 2016
- Graham PhotographyJun 2008 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (SC).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 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
- 7597349
- Firm CRD
- 283390