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Kenneth Robert Graham

Co-OwnerHarmony Point Wealth Advisors, Inc.CRD 2560875

About Kenneth Robert Graham

Kenneth Robert Graham is listed as Co-Owner at Harmony Point Wealth Advisors, Inc. in Irvine, CA. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Harmony Point Wealth Advisors, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kenneth Robert Graham work?

Kenneth Robert Graham is listed as Co-Owner at Harmony Point Wealth Advisors, Inc. on SEC Form ADV.

How much of Harmony Point Wealth Advisors, Inc. does Kenneth Robert Graham own?

Form ADV reports a beneficial ownership band of 50-75%.

Harmony Point Wealth Advisors, Inc.

TitleCo-Owner
Ownership50-75%
Control personYes
Since2022