Graham S Wickham
Wickham Financial & Insurance Services

Tel: (770) 424-8711
331 Washington Ave.
Marietta, GA 30060

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Wickham Financial & Insurance Services | Financial Advisor in Marietta ,GA


About Wickham Financial & Insurance Services

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For over 40 years, we've been providing peace of mind to individuals, families, and businesses in the Marietta community through the use of insurance and financial planning products and strategies to achieve their goals and objectives.


General Information

Firm Start Year:   1971
No.of Employees:   5-9
Insurance License#:   546061
Name of Broker/Dealer:   Carter Terry & Company
Name of Custodial Firm:   RBC Capital Markets
States Licensed in:   AL,AZ,CA,CT,FL,GA,NY,NC,OH,VA,PA,TN,SC,TX
Number of Years with Current Firm:   26
Work Experience:   26 years in the Wealth Management Industry
I work with the following types of clients:   Non-Profit Organizations , Investment Clubs , Businesses , Individual Investors
Foreign Languages Serviced:   Spanish


Services

Investment Types:   Bonds , Stocks , Annuities , Alternative Investments , Mutual Funds , Exchange Traded Funds (ETFs) , Insurance , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office , Via email , Via phone , At my office , At your home , Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Accident , Casualty , Property , Disability , Health , Variable Life , Long Term Care , Variable Annuity , Life

Firm Information

Firm's Number of Clients:   500
Firm's Number of Planning Clients:   500
Firm's Number of Managed Clients:   500
Assets Managed by Firm:   $80000000
Advisor's Number of Clients:   500
Advisor's Number of Managed Clients:   500
Advisor's Number of Planning Clients:   500
Assets Managed by Advisor:   $80000000


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   250,000
Compensation Methods:   Commissions , Based on Assets


Education

BSBA - Economics  Western Carolina University
1990- 1994



Faqs

  • Do you have a customer satisfaction or refund policy? no
  • What are your qualifications? What is your education background? BSBA with a Major in Economics
  • What is your approach to financial planning? Seek to understand before being understood.
  • What services do you offer? Total wealth management approach i.e. investment planning , financial planning , risk management strategies , cash flow analysis, estate planning. Along with all insurance products (life, health, long term care, auto, home and business coverage)
  • How many clients do you currently manage? 550
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Disclaimer

Securities offered through Carter Terry & Co. Inc. Member FINRA/SIPC

Graham S Wickham

Graham S Wickham


Graham earned a bachelors degree in economics from Western Carolina University. An accomplished speaker, Graham regularly presents public literacy workshops on retirement planning, investment planning and risk management strategies. Notably, Atlanta Magazine has recognized Graham as a Top Five Star Wealth Manager every year since 2009. Graham is a member of the Kiwanis Club of Marietta and the Cobb County Chamber of Commerce where he participates in the CEO Round Table and is a Partner in Education

As a registered investment advisor and fully-licensed insurance agent, Graham is dedicated to helping his clients achieve their personal goals and objectives. Graham says, My team and I listen to our clients. We first have to truly understand what matters to them so we can work towards creating comprehensive plans that focus on their financial goals. We take a total approach to our services and focus on helping our clients solve financial challenges, not on pushing products.

Communities Served

Acworth Atlanta
Austell Kennesaw
Mableton Marietta
Smyrna

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

American Express

News & Events



Plan Today for your Tomorrow
When: 5/7,5/14,5/9, 5/16 |
Location: Marietta Community Schools Click here to see detail

Awards & Recognitions


5 star professional
(2018)

2009-2018 5 Star Professional

Social Networks


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