Larry Graham
Larry Graham is a registered investment advisor at Ameriprise Financial Services, LLC, based in Duncan, OK, with 36 years of industry experience. Larry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
815 W Main St, Duncan, OK, 73533
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2018Customer Dispute
July 2015Customer Dispute
March 1993Other Business Activities
Larry owns commercial real estate and mineral rights. He also serves as a board member for Graham and engages in fiduciary activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
Painewebber IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Painewebber IncorporatedBroker
American Fidelity Securities, INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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