B.b. Graham & Company, Inc.
B.b. Graham & Company, Inc. (CRD# 41533) is a financial advisory firm headquartered in Orange, CA. They manage $322,028,638 in 740 accounts and serve the financial needs of clients across 38 states (or territories).
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Total Assets Under Management322MILLION
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Total Number of Accounts740ACCOUNTS
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Average Account Value$435,174
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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
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.
William Byrd (CRD# 1334634) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Tampa, FL and has over 35 years of experience in the finance industry. William Byrd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Douglas Callen (CRD# 2133945) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Orange, CA and has over 26 years of experience in the finance industry. Douglas Callen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Christopher Coghlan (CRD# 4089973) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Orange, CA and has over 22 years of experience in the finance industry.
Thomas Eveslage (CRD# 2095194) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Austin, TX and has over 32 years of experience in the finance industry.
Marie Godinez (CRD# 3020086) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Orange, CA and has over 23 years of experience in the finance industry.
Bruce Graham (CRD# 2563258) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Orange, CA and has over 27 years of experience in the finance industry.
Scott Harper (CRD# 2217536) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Lawrence, PA and has over 31 years of experience in the finance industry.
Lawrence Krause (CRD# 275153) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Orange, CA and has over 40 years of experience in the finance industry. Lawrence Krause has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gisela Lake (CRD# 1121376) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Larkspur, CA and has over 24 years of experience in the finance industry. Gisela Lake has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.