Broker Check

Secure Uploads

Welcome to our client community! The first step toward building your financial plan will be to help us gather copies of your important financial documents. Not sure what to send us? For your convenience, you may access the original financial documents checklist here.

Follow the link below to securely upload your financial documents.

Securely Upload Documents


At LORAN GRAHAM Co, we take the protection of your private data seriously. Any files shared over this system are uploaded and downloaded between the end-user and the storage tier directly over a Secure Socket Layer (SSL) or Transport Layer Security (TLS) encrypted segment using high grade encryption. ShareFile supports TLS 1.0, 1.1 and 1.2. These are the same encryption protocols and algorithms used by e-commerce services and online banking. In the cloud, files are stored at rest using the Advanced Encryption Standard (AES) with a 256 bit key.

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