Avis Graham, CFP, RFC, CASL
||Assistant Vice President – Investment & Trust Services Relationship Manager|
Memorial Square Office
20 South Main Street, P.O. Box 6010
Chambersburg, PA 17201
(717) 261-8535 | (888) 264-6116
Avis has more than 14 years of experience in personal investments, where she works with clients to provide personal financial planning, investment and trust services, as well as assisting customers in investments through purchasing and selling of securities through discount brokerage, annuities and mutual funds.
A registered representative of INVEST Financial Corporation, Avis holds a CFP® (Certified Financial Planner) certification by meeting education, examination, experience and ethics requirements established by the Certified Financial Planner Board of Standards Inc. She also is a Registered Financial Consultant (RFC) and a Chartered Advisor for Senior Living (CASL) – a professional credential for professionals serving the unique needs of senior clients.
Avis is a regularly presenter at Menno Haven’s Penn Hall, Menno Village, and Northgate communities, speaking on a variety of retirement and investment topics.< < Back to Investment & Trust Services Relationship Managers list
INVEST Financial Corporation (INVEST), member FINRA, SIPC. This information is not to be construed as an offer to sell or a solicitation to buy any securities. Discount customers do not have access to a registered representative and will not receive personal service or recommendations. All errors are the responsibility of the client. Securities transactions are facilitated through National Financial Services (NFS). INVEST and its affiliated insurance agencies offer securities and certain insurance products and are not affiliated with F&M Trust.
Products offered are:
- Not FDIC Insured.
- Not a deposit or other obligation of, or guaranteed by, any bank.
- Subject to risks including the possible loss of principal invested.
- Not insured by any government agency.
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 1) Representatives of a broker-dealer or investment advisor may only conduct business in a state if the representative and the brok er-dealer or investment advisor they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements. 2) Representatives of a broker-dealer or investment advisor are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.