Marie Godinez, financial advisor Orange CA

Marie Godinez

CRD Number: 3020086
Current Firm: B.b. Graham & Company, Inc.

Marie Godinez (CRD# 3020086) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Orange, CA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
B.b. Graham & Company Orange, CA Jan 2013 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1999
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Marie E. Godinez
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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