CG
Carl Grahs
from Navigate Wealth Management, LLC
Carl Grahs is a financial advisor based in Alabama, Birmingham,
with 20 years of experience. Carl currently works for
Navigate Wealth Management, LLC.
Carl maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Carl Grahs works at Navigate Wealth Management, LLC
Navigate Wealth Management, LLC is a financial advisory firm based in Birmingham, Alabama. It currently has approximately $226,565,250 of assets under management and employs about 7 people. Navigate Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and subadviser fee.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
8 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and subadviser fee
Office location
One Independence Plaza, Suite 816, Birmingham, Alabama, 35209
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