About Graham David

Graham David Fullerton, based in St. Louis, MO, is an investment advisor and a broker (Dually Registered). Graham is employed by TD AMERITRADE, INC. which provides brokerage services in the trading of securities and commodities, which include stocks and cryptocurrency for 1,340,974 clients.

" I became a financial advisor to educate and advocate for individuals and families, and to help them maintain a healthy level of financial confidence through different seasons of life.

My passion for this industry came from years of personal experience through life and work. It’s clear that one must again a great level of financial security to be able to reach full potential in achieving their dreams and in life generally.

Over the past 17 years, I have collaborated with firms, consumed strategies and concepts, earned professional designations and use an established process for families to follow: Organize Assets, Unpack Investment Options, and Create Action Plans. When repeated on a consistent, long-term basis, it helps families gain clarity and confidence in their ability to achieve their financial goals. Graham David Fullerton cares what matters most to clients.

Their philosophy mirrors my desire to be preparation focused. Clients are introduced to simple principles, strategies and solutions for every season, and innovated technology and research that makes the journey unforgettable. If you would like to start your journey please kindly send an email; I would love to hear your story. "

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My Stats

23K

Happy Clients

53

State Licenses

309k

Profitable Trades

18

Years of experience

Real Estate

98%

Cryptocurrency

93%

Stocks

90%

Forex

97%

My Services

Stocks

Stocks are bought and sold predominantly on stock exchanges, though there can be private sales as well, and they are the foundation of nearly every portfolio. Historically, they have outperformed most other investments.

Portfolio Management

Professional portfolio management on investments equity on consistent returns and avoiding leverage risk .

Cryptocurrencies

It’s hard to evaluate the exact number of cryptocurrencies, especially since new ones are probably being created as we speak, but current estimations stand at nearly a thousand. Let’s make your trading experience an easy one for you.

Reit-Fund

Trades on Market, passes Rental Income % to you as Dividend. REITs own Real Estate under Brokerage management.

Mutual Funds

Pool of Investment Equity, Traded in the financial market on consistent %ROI, on a Brokerage management.

Consultation

Have a chat and call with the expert on Investment options and opportunities to suit your financial goals.

Investment Planning

Starting up an investment plan involves more than just choosing a few stocks to put money in. You need to consider your current financial situation and your goals. It’s also important to define your timeline and how much risk you’re willing to take on in order to determine your optimal asset allocation. This is why we’re here for you, let’s help you start the plan.

Bonds

Bonds are debt securities that are issued by corporations and governments to raise funds. Investors purchase bonds by putting an upfront amount as an initial investment—called the principal. When the bond expires or matures—called the maturity date—the investors are paid back their principal. In return, investors usually receive a fixed, periodic interest payment from the entity that issued the bond.

Client Reviews

Contact Me

I intend to render service to as many who are ready to build a portfolio around the continent. I always believe in a good dialogue between my clients as no success is achieved solely but with determination and hard work nothing is impossible.

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