Broker Check
 
Loran F. Graham

Loran F. Graham

CEO | President

Loran is a licensed CPA and CERTIFIED FINANCIAL PLANNER™ professional. Loran holds the following FINRA securities registrations with LPL Financial: General Securities Principal (Series 24), Registered Representative (Series 7 & 63), and Investment Advisor Representative (Series 65).  Loran is also a licensed life insurance agent in Washington, Oregon and California. 

Loran is recognized as a leader in the specialty area of Biblically Responsible Investing, and provides investment and financial planning services to individuals and families in the Spokane community, the greater Pacific Northwest region, and other states around the country. Loran is licensed with LPL to offer securities in all 50 states. Loran is passionate about serving with excellence and making a positive impact in the lives of others.

Business experience

Prior to establishing his practice as an independent financial advisor, Loran served for five years as First Vice-President of an institutional money management firm in Santa Monica, California, where he gained valuable experience in investment research and management.  Loran’s first introduction to the investment business dates back to 1999 working as an auditor for Arthur Andersen, and later Ernst & Young LLP, where he planned and supervised audits of investment management firms and banks in the Los Angeles area. 

Educational background

Loran received his bachelor’s degree from University of California, Los Angeles majoring in Political Science with a Specialization in Business Administration.  In addition, Loran met the rigorous accounting and business educational requirements to earn the CPA license and CFP® certification. 

In 2009, Loran became a certified member of the Kingdom Advisors organization.  Certified members of this organization are individuals who have demonstrated themselves to be believers in Jesus Christ, able to apply Biblical wisdom in counsel, technically competent, ethical and of integrity, and committed to practicing Biblical stewardship in their personal and professional life. 

Community activities

Loran enjoys serving on a number of local non-profit boards in the Spokane community. Currently, Loran is serving on the Northwest Christian Schools Foundation planned giving committee. Loran has previously served on the Vanessa Behan Crisis Nursery board of trustees, Inland Northwest Community Foundation investment committee, YMCA of the Inland Northwest corporate board of directors, and Christ Kitchen's mission impact committee. Loran is also an active member of downtown Spokane's Rotary Club 21, having served on the disability committee and invocation committee.

Personal interests

Loran lives with his family in Spokane, Washington and enjoys his role at home as a devoted husband and father.  In his free time, Loran enjoys snow skiing, reading, and creative writing.

 

The Certified Financial Planner Board of Standards, Inc. owns the CFP® and CERTIFIED FINANCIAL PLANNERTM marks in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.