John Bettfreund, financial advisor Orange CA

John Bettfreund

CRD Number: 1448436
Current Firm: B.b. Graham & Company, Inc.

John Bettfreund (CRD# 1448436) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Orange, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
B.b. Graham And Company Orange, CA Jul 2014 - Current 9
Linsco/private Ledger San Diego, CA Oct 2007 - Jul 2014 6
Kinecta Financial & Insurance Services, LLC Manhattan Beach, CA Oct 2007 - Jul 2014 6

John Bettfreund has no recent exams reported.
Contact Info for John W. Bettfreund
Phone Number: (714) 628-5200
Firm Website: http://www.bbgraham.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    173
    MILLIONS
  • Total Number of Accounts
    311
    ACCOUNTS
  • Average Account Value
    $555,316
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, WA, WI, WY

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