Katy, TX Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

3

Of 6,461 advisors across 2,960 offices

Location

24658 Kingsland Boulevard

Katy TX 77494

Advisors at this office

3

Advisors at this office

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Stefan G

Series 66

Katy, TX

Raymond James Financial

Stefan Graham is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and possessing 13 years of industry experience. He has been with Raymond James since 2012 in various capacities. Outside of his advisory role, he provides tax preparation assistance using TurboTax and is a partial owner of Graham Financial Group, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary planning and consulting, utilizing risk profiling and analytical tools to support a diverse client base including high-net-worth individuals, corporations, and charitable organizations.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Andrew G

Series 66

Katy, TX

Raymond James Financial

Andrew Graham is a financial advisor with Raymond James Financial in Katy, TX, holding a Series 66 designation and six years of industry experience. He has worked at Raymond James Financial Services since 2019 and also maintains a separate role as a Twitch Affiliate. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses fact-finding and analytical tools to tailor non-discretionary planning and consulting to client goals, supporting a wide range of advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Lloyd G

Series 63, Series 65

Katy, TX

Raymond James Financial

Lloyd Graham is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, Graham is involved in business ventures including ownership positions in real estate and a financial support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide network of advisors with specialized programs and municipal advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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