James Margraf (CRD# 6517554) is an Investment Advisor Representative working at Latour Asset Management LLC in Springfield, MO and has over 8 years of experience in the finance industry.
CRD# 5600823
Ameriprise Financial Services, LLC
CRD# 1351311
Edward Jones
CRD# 2020476
Pension Consultants Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Latour Asset Management, LLC | Springfield, MO | Jul 2018 - Current | 5 |
| Lacobos Group, LLC | Ava, MO | Jun 2018 - Current | 5 |
| Latour Asset Management, LLC | Springfield, MO | Aug 2016 - Current | 7 |
| Latour Advisory Group, Inc. | Springfield, MO | Aug 2016 - Current | 7 |
| Center Street Securities, Inc. | Nashville, TN | Aug 2016 - Dec 2023 | 7 |
| Gradient Advisors, LLC | Arden Hills, MN | Jul 2015 - Aug 2016 | 1 |
| Margraf Advisory Group, LLC | Fort Washington, PA | Apr 2015 - Aug 2016 | 1 |
| Margraf Dental Mfg., Inc. | Jenkintown, PA | Jun 1992 - Apr 2015 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
| S63 | Uniform Securities State Law Examination | Sep 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AR
- MO
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Other
- Selection of other advisers (including private fund managers)
AK, AR, MO, TX
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