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Profil
Mr. Graham W.
Stikelether, III, is a Financial Advisor at HBK Sorce Advisory LLC.
He joined the firm in March 2009.
He has a wealth of knowledge and experience in risk management.
Mr. Stikelether began his foray into finance as a property and casualty insurance agent but officially launched his financial services career in 1999 at Raymond James Financial Services.
Mr. Stikelether attended Florida State University where he received his Bachelor of Science Degree in Risk Management and Insurance.
He is a Certified Financial Planner.
Anciens postes connus de Graham William Stikelether
| Sociétés | Poste | Fin |
|---|---|---|
HBK Sorce Advisory LLC
 HBK Sorce Advisory LLC Investment ManagersFinance HBKS’ investment philosophy is based on the belief that diversifying their clients’ portfolios across many asset classes over time and through market cycles offers the best opportunity to achieve long-term wealth objectives. The firm utilizes sophisticated optimization and allocation models to create portfolios that consistently deliver quality after-fee, after-tax return for a given level of risk – or conversely, achieve a reduced level of risk for a specified, anticipated rate of return. | Gestionnaire de Portefeuille-Actions | 06/09/2019 |
Raymond James Financial Services, Inc.
 Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/03/2009 |
Formation de Graham William Stikelether
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
80
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
HBK Sorce Advisory LLC
HBK Sorce Advisory LLC Investment ManagersFinance HBKS’ investment philosophy is based on the belief that diversifying their clients’ portfolios across many asset classes over time and through market cycles offers the best opportunity to achieve long-term wealth objectives. The firm utilizes sophisticated optimization and allocation models to create portfolios that consistently deliver quality after-fee, after-tax return for a given level of risk – or conversely, achieve a reduced level of risk for a specified, anticipated rate of return. | Finance |
Florida State University
 Florida State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
