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Roger G
Series 66
San Antonio, TX
Braintrust Capital, LLC
Roger Graham is a financial advisor at Braintrust Capital, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and UBS Financial Services. Braintrust Capital, LLC provides investment advisory and financial planning services to individual investors and employer-sponsored retirement plans. The firm offers asset management, comprehensive portfolio management, standalone financial planning, and retirement plan consulting, employing fundamental, technical, quantitative, and sector analysis in its investment process.
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