Skip to content

Graham Franklin Albright

Investment adviser representative at Collaborative Wealth
12 yearsExperience
1 stateRegistered in
$653.3MFirm assets
12 yearsFirm in business

Are you Graham Franklin Albright? Claim your profile

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

12 years in the industry.

  1. Collaborative WealthJul 2025 to now
  2. High SchoolAug 2022 to now
  3. Whits of StuartJul 2021 to Oct 2024
  4. Elementary & Middle SchoolAug 2014 to Aug 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (FL).

Collaborative Wealth

Legal name: Collaborative Wealth Management, Inc.

$653.3MAssets managed
937Clients
14Advisers
12 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
8141799
Firm CRD
142106
Advisor's SEC record (opens in a new tab)
CallContact this firm