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Graham David Guthrie

10 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
334 clients
Average Client Portfolio
$208K average
Assets Under Management
$69.6M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
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Location

921 Eastwind Drive, Suite 101, Westerville, OH, 43081

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Graham is an attorney and owner of Guthrie Law Office, LLC, focusing on bankruptcy and debt restructuring, dedicating minimal time. He also volunteers with the Westerville Area Chamber of Commerce and works as an apprentice strength coach at Acme Strength, LLC, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
Eastwind Capital Wealth Management
April 2018 - Present · 7 yrs 10 mos
Previous Registrations
Money Concepts Advisory Service
March 2015 - April 2018 · 3 yrs 1 mo
Money Concepts Capital CORPBroker
March 2015 - April 2018 · 3 yrs 1 mo
State Registrations3 states
FLOHPA
Advisor
Exams
No exam information available for this advisor.