Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Don Graham is a financial advisor with Ameriprise Financial Services, LLC, located in Duncan, Oklahoma. Larry is registered with the state of Oklahoma, Colorado, Florida, and Texas as a Broker and Investment Advisor. He is also registered as an Investment Advisor Representative in the state of Texas. Larry has been in the securities industry for over 29 years. Prior to joining Ameriprise, he worked for Edward Jones, Paine Webber Incorporated, and Merrill Lynch. Larry has experience working with a variety of clients, including individuals, families, trusts, estates, businesses, and corporations. Larry is committed to providing personalized financial advice and helping his clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OK
03/01/2019 - Present
Ameriprise Financial Services, LLC (Duncan OK)
OK
06/17/1999 - 03/07/2019
EDWARD JONES (DUNCAN OK)
NJ
07/16/1996 - 06/30/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
11/23/1992 - 07/17/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
11/08/1990 - 11/30/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
OK
03/02/1990 - 01/01/1991
AMERICAN FIDELITY SECURITIES, INC. (OKLAHOMA CITY OK)
BOTH
Issued 01/22/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/28/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1991
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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