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.
Individuals, Multi-generational families, and Business owners
Most Recent Passport Stamp:
Coastal Carolina University
Financial Planning Association
Wall Fellows Board of Advisors, Coastal Carolina University
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General Securities Registered Representative
Held with LPL Financial
Uniform Combined State Agent
Held with Independent Advisor Alliance & LPL Financial
CERTIFIED FINANCIAL PLANNERTM Practitioner
Securities Registration States
AL, FL, GA, IL, NC, OH, SC, TX
Insurance Registration States
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.
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