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Private Wealth Services & Investment Advisory | Blackbridge Financial | Aaron Graham, EA, CFP®
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Aaron Graham, EA, CFP®

Blackbridge Financial

 

“Your success is our business.”

– Aaron Graham, EA, CFP®

Aaron Graham

Check the background of this investment professional

Phone: (803) 749-7670

Email: agraham@nullbbridgefin.com

Address:

715 Kennerly Road

Irmo, SC, 29063

Aaron Graham, EA, CFP®

Wealth Advisor

Since 2016, Aaron Graham has strived to put his clients’ best interest first and serve them as if they were his family. He specializes in working with individuals, multi-generational families, and business owners. Aaron and his team take pride in being responsive, attentive, and a partner in their client’s journey.

As a wealth advisor, Aaron aims to connect with his clients about their lives beyond dollars and cents. When forming a new relationship, he takes time to understand the client’s dreams, worries, and financial strengths and weaknesses. He works with his client to plan a roadmap to success and partners with them on that journey. His goal as an advisor is to listen, guide, and empower his clients to live the lives they aspire to live.

A native of Galivants Ferry, SC, Aaron currently resides in Irmo with his wife, Pamela, and their daughter, Emily. When not in the office, Aaron can be found spending time in the mountains or watching his favorite sports teams – the South Carolina Gamecocks, Atlanta Braves, and Carolina Panthers.

Niche:

Individuals, Multi-generational families, and Business owners

 

Languages:

English, Spanish

 

Most Recent Passport Stamp:

Germany

 

Education:

Coastal Carolina University

 

Memberships:

Financial Planning Association
Wall Fellows Board of Advisors, Coastal Carolina University

 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Series 7

General Securities Registered Representative

Held with LPL Financial

Series 66

Uniform Combined State Agent

Held with Independent Advisor Alliance & LPL Financial

EA

Enrolled Agent

CFP

CERTIFIED FINANCIAL PLANNERTM Practitioner

 

Securities Registration States

AL, FL, GA, IL, NC, OH, SC, TX

 

Insurance Registration States

SC

 

Disclosure

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Blackbridge Financial are separate entities from LPL Financial.

 

Transparency. Integrity. Service. Dedicated to Connecting You with Your Future.