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Darla Lepper Graham

U.s. Bancorp Investments, Inc.

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About Darla Lepper Graham

Darla Graham is a financial advisor at U.S. Bancorp Investments, Inc. Darla has been in the financial services industry since 2002. Before joining U.S. Bancorp Investments, Inc., Darla worked at Morgan Keegan & Company, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, Inc. Darla holds Series 6, Series 63 and SIE licenses and is registered in Missouri. Darla specializes in a variety of financial services, including retirement planning, college savings, and investment management.

Firm Information

Darla Graham is currently registered with U.s. Bancorp Investments, Inc.. U.S. Bancorp Investments, Inc. is a corporation that provides financial planning, portfolio management, and other investment advisory services. Formed in 1974, the firm has approximately $1 billion - $10 billion in assets under management and is registered with the SEC and in all 50 states. The firm's main office is located in Saint Paul, Minnesota.
U.s. Bancorp Investments, Inc.

60 LIVINGSTON AVENUE

SAINT PAUL, MN 55107

$15.87B

Assets Under Management

3,360

Total Clients

1,960

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1,networking&shareholder serv,product partner arrangements

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Darla Graham’s Registration & Firm History

MO

08/30/2013 - Present

U.s. Bancorp Investments, Inc. (Ladue MO)

TN

08/04/2011 - 03/31/2012

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

MO

10/23/2009 - 06/17/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLAYTON MO)

MO

02/14/2000 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (CLAYTON MO)

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Licenses & Designations

BC

Issued 04/19/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/11/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Darla Lepper Graham. Review regulatory record here.
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