Graham Strickland
Graham Strickland is a registered investment advisor at Osaic Wealth, INC., based in Grand Prairie, TX, with 17 years of industry experience. Graham operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2505 N. Highway 360, Suite 490, Grand Prairie, TX, 75050-7825
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Graham owns an insurance agency, Strickland Financial Group LLC, where he provides various insurance products and planning, dedicating nearly full-time hours to it. He also participates in youth development activities, manages trusts, owns commercial property, and runs a marketing media creation business.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
S&s Wealth Management
Previous Registrations
Triad Advisors LLCBroker
Sws Financial Services, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.