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Larry Don Graham Jr.

Advisor at Ameriprise — Duncan, OK

Updated today

Credentials

Series 63, Series 65, Series 66

Experience

36 years

Location

Duncan, OK 73533

Ameriprise logo

Ameriprise

Institution

Total advisors

12,773

Across 4,085 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Larry Graham Jr. is a financial advisor at Ameriprise with 36 years of industry experience. He previously worked for Edward D. Jones & Co., L.P. for 20 years before joining Ameriprise in 2019. Graham serves on the board of the Duncan Lions Club and holds mineral rights that generate occasional royalty income. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven, tax-efficient strategies and algorithmic tools to deliver tailored, written recommendations.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Duncan, OK

815 W Main St

Duncan OK 73533

Advisors at this office

1

Most active in

Oklahoma · Texas

Work history

36 years of industry experience

Ameriprise

2020 - Present • 6 years

Duncan, OK

Ameriprise Financial Services Inc

2019 - 2020 • 1 year

Duncan, OK

Edward D. Jones & CO., L.P.

1999 - 2019 • 20 years

Marlow, OK

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Joseph C

CFP®, Series 63, Series 65

Duncan, OK

Second Line Capital, LLC

Joseph Combest is a CFP® with 33 years of experience in financial services. He is currently with Second Line Capital, LLC and has prior experience at Capstone Triton Financial Group LLC and Hbwadvisory Services LLC. Outside of his advisory work, he manages Combest Land and Cattle Company, LLC, a farming business. Second Line Capital serves individuals, trusts, estates, retirement plans, and business entities with investment and wealth management, financial planning, and retirement plan consulting. The firm uses a variety of advisory platforms and offers both discretionary and non-discretionary portfolio management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Kyle C

Series 65

Duncan, OK

Second Line Capital, LLC

Kyle Combest is a financial advisor at Second Line Capital, LLC with a Series 65 designation and over four years of experience in the financial services industry. His prior roles include positions at Chickasaw Community Bank, Liberty National Bank, and MidFirst Bank. He is also involved with Combest Financial Services. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm uses a mix of proprietary model portfolios and independent managers to tailor portfolios according to clients’ objectives and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Eric D

Series 66

Duncan, OK

Thurston Springer Advisors

Eric Davis is a financial advisor at Thurston Springer Advisors with 25 years of industry experience. He holds a Series 66 designation and previously worked at Phillips Capital Advisors, Inc. and T. S. Phillips Investments, Inc. from 2003 to 2024. Outside of his advisory role, Davis serves as the President of the Duncan Public Schools Board and leads the Stephens County Christmas Dinner Committee. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts using discretionary and non-discretionary approaches across a range of asset classes.

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kevin W

Series 66

Duncan, OK

OSAIC Advisory Services, LLC

Kevin Womack is a financial advisor at OSAIC Advisory Services, LLC with three years of industry experience. He holds the Series 66 designation and has experience mentoring under a senior advisor while assisting with client account management. Outside of advising, he occasionally provides contract labor as a cable technician for a family business. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting through multiple program models and utilizes both proprietary and third-party platforms.

Annuities
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Robert A

Series 66

Duncan, OK

OSAIC Advisory Services, LLC

Robert Armstrong is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Osaic Advisory Services, LLC and previously spent nine years at Arbor Point Advisors and Securities America Inc. Armstrong serves as the mayor of Duncan, Oklahoma, and holds board membership roles with local nonprofit and community organizations, including the Duncan Chamber of Commerce and the Schools Foundation. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing a combination of proprietary and third-party platforms.

Annuities
user avatar

Terrin L

Series 66

Duncan, OK

Edward Jones

Terrin Liles is a financial advisor at Edward Jones with three years of industry experience and holds a Series 66 designation. He serves in Duncan, Oklahoma, and participates as a Steering Committee Assistant for Leadership Duncan. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a large national network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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