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Credentials
Series 63, Series 65
Experience Industry experience
23 years
Location
Manistique, MI
Fairway Investment Group, LLC
Team
Leonard Graham is an investment advisor representative with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Fairway Investment Group since 2022 and is also associated with MEA Financial Services and Paradigm Equities, Inc. Outside of his advisory work, he manages a seasonal cottage rental property on Lake Huron. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, alongside individual clients, trusts, estates, and select businesses. The firm focuses on fee-based portfolio management and delivers tailored investment advice through various LPL Financial-sponsored programs, operating mainly on a non-discretionary basis.
Based on Fairway Investment Group, LLC
Based on Fairway Investment Group, LLC
$0 - $4,999: may be subject to a small account balance fee by LPL Financial $5,000 - $9,999: 0.85% annually (Guided Wealth Portfolios) $10,000 - $24,999: 1.0% annually (Strategic Wealth Management and Optimum Market Portfolios) $25,000+: 1.5% annually (Model Wealth Portfolio); fees may vary by strategist or program manager
Clients may purchase commission-based products through Paradigm Equities, Inc., separate from advisory fees.
Account minimum: $5,000 Fee-only: Advisory fees based on assets under management, negotiable up to stated maximums; payable quarterly in advance.
Manistique, MI
Manistique MI
Advisors at this office
1
Michigan
23 years of industry experience
Fairway Investment Group, LLC
2022 - Present • 4 years
East Lansing, MI
MEA Financial Services
2011 - Present • 15 years
East Lansing, MI
Paradigm Equities, Inc.
2011 - Present • 15 years
East Lansing, MI
Planmember Securities Corporation
2010 - 2011 • 1 year
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Manistique, MI
Edward Jones
Steven Pugh is a financial advisor with Edward Jones, holding a Series 66 designation and bringing eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for The Chapel of Lake County for ten years. Outside of his advisory role, he is involved in his community as a football coach for Manistique Area Schools and serves as a director for the Manistique Area Hockey Association, focusing on coaching and policy development. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
Series 66
Schoolcraft, MI
LPL Financial
Stacy Foote is a financial advisor at LPL Financial with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Edward Jones. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a range of advisory services including financial planning, model portfolio programs, third‑party asset management access, and institutional platforms, combining advisory and non‑advisory financial activities on a large scale.
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