linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

James Ward Margraf

Latour Asset Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James Ward Margraf

James Ward Margraf is an investment advisor representative with Latour Asset Management LLC, a firm with offices in Springfield, MO. James is also registered with the states of Arkansas, Missouri, and Texas. James has experience in the financial services industry since 2016, previously working with Center Street Securities, Inc.. James has passed the Series 63, Series 65, Series 7, and SIE exams. James's firm provides financial planning services and selection of other advisors to clients.

Firm Information

James Margraf is currently registered with Latour Asset Management LLC. Latour Asset Management LLC is a financial planning firm that specializes in providing comprehensive financial planning services. They offer a range of services including selection of other advisers, educational seminars, and market timing services. The firm serves a variety of clients, including individuals, high-net-worth individuals, businesses, and charitable organizations. Latour Asset Management LLC is registered with the SEC and has a team of licensed agents and investment advisor representatives.

Not reported

Assets Under Management

Not reported

Total Clients

3

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

other

Referral fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James Margraf’s Registration & Firm History

MO

11/09/2022 - Present

Latour Asset Management LLC (SPRINGFIELD MO)

MO

08/22/2016 - 12/01/2023

CENTER STREET SECURITIES, INC. (SPRINGFIELD MO)

Not sure if James Ward Margraf is right for you?

Licenses & Designations

BC

Issued 09/08/2017

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/29/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for James Ward Margraf. Review regulatory record here.
Not sure if James Ward Margraf is right for you?