Randy
Graham

Ameriprise Financial Services, Inc

CRD#6154025
Investment Advisor
in Draper, UT

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About this Advisor

Randy Graham is a financial advisor who works in Draper, Utah, with 12 years of financial industry experience. Graham is on the advisory team at Ameriprise Financial Services, Inc. Over the course of their career, Graham has held roles at Ameriprise Financial Services, Inc and Xanthus Business Advisors Pc. Graham maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Nevada, Utah and Texas. Ameriprise Financial Services, Inc is an advisory company operating in Draper, Utah. The company has offices in 161 locations and a total of 13,020 financial advisors. It manages $244 billion in assets under management across its 1,268,997 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 1,420 charities and foundations. Of its 1,268,997 client accounts, just 3% are held by high-net-worth clients who have at least $1 million in assets available to invest. Ameriprise Financial Services, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial management typically are based on which service is offered. However, fee types billed by Ameriprise Financial Services, Inc most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

12012 S 700 E Ste 210
Draper, UT 84020-8257

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

UT Average: $5,289,111,388
Total Number of Employees

13,718

UT Average: 157
Total Number of Accounts

1,393,263

UT Average: 8,262
Average Account Size

$178,230

UT Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Randy Graham Work History

Randy has 12 years of experience.

2013 - Present (6 years)

Ameriprise Financial Services, Inc

2006 - 2013 (7 years)

Xanthus Business Advisors Pc

Disclosures

Randy Graham has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ameriprise Financial Services, Inc

Milan Smado
Richardson, TX
Jason Helbig
Gresham, OR
John Lewis
Roseville, CA
Amy Smith
Novi, MI
Kevin Pittman
McKinney, TX
Mark Leach
Lutherville Timonium, MD
Kelly Noonan
De Pere, WI
Ashlie Connelly
Cheyenne, WY

This content was compiled from the SEC and FINRA.

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