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Randall Talbott Graham

Detalus Advisors, LLC

St. Louis, MO

CRD 5194039

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Employer firm

Detalus Advisors, LLC CRD 117958

$2.22B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Detalus Advisors, Llc

383 Marshall Avenue, St. Louis, MO 63119 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-03-09
MO RA APPROVED 2006-11-10
  • TX RA
    APPROVED_RES
    Since 2021-03-09
  • MO RA
    APPROVED
    Since 2006-11-10

Branch Locations

383 Marshall Avenue, St. Louis, MO 63119 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Detalus Advisors, Llc St Louis MO 06/2006 Present
Other Businesses

Separately licensed as an insurance representative of Detalus Insurance Services, LLC, an insurance company wholly-owned by Detalus Advisors, LLC. Can offer or recommend insurance and insurance-related investment products for which he may receive separate, yet customary compensation. 383 Marshall Avenue, St. Louis, MO 63119. Start date 10/2019. Member / Owner of Manchester Holdings (affiliated by common ownership). Address is 383 Marshall Avenue, St. Louis, MO 63119. Start date of August 2014. Manchester Holdings does not provide investment-related services.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-09
  • S66 Uniform Combined State Law Examination
    2006-11-09
Designations
  • Certified Financial Planner
Other Names
  • Randall Talbott Graham

View on SEC IAPD

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