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Portfolio Advisor

Dave Graham

Dave has approximately 22 years experience in the finance industry.  During that time he has been integral at a number of levels in foreign exchange trading, operations and investment advisory.  The last 8 years have been dedicated to investment advise where wealth creation and retention were his primary focus with great attention to customer service.  He is strongly service oriented with past leadership roles in managing teams.  He believes that "Service to Humanity is the best work of life", and transfers this motto to his clients on a daily basis.

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