Loran F. Graham,  CFP<sup>&reg;</sup> - Financial Advisor

Loran F. Graham, CFP®

CPA, CKA®

Financial Advisor

Loran Graham Co.

621 W Mallon Ave, Ste 505
Spokane, WA 99201-2181
FINANCIAL ADVISOR'S WEBSITE
(509) 279-0970 CONNECT WITH Loran
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General

Loran Graham is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Loran Graham Co. in Spokane, WA and the surrounding communities.

Financial Advisor Overview

Specializing in faith-based wealth management. Minimum investment for new clients is $1,000,000.

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Financial Advisor Experience

Since 2008

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - CKA

Insurance Licenses

  • Life insurance: WA, CA, OR

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth

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Helpful Financial Planning Resources