B.b. Graham & Company, Inc.

B.b. Graham & Company, Inc. (CRD# 41533) is a financial advisory firm headquartered in Orange, CA. They manage $172,703,164 in 311 accounts and serve the financial needs of clients across 38 states (or territories).

By the Numbers
  • Total Assets Under Management
    173
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at B.b. Graham & Company, Inc.
Showing 1 - 10 of 16 top financial advisors.
1
John W. Bettfreund
CRD#: 1448436
1700 W. Katella Ave., Orange, CA 92867

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.

2
William D. Byrd
CRD#: 1334634
Tampa, FL

William Byrd (CRD# 1334634) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Tampa, FL and has over 36 years of experience in the finance industry.

3
Douglas B. Callen
CRD#: 2133945
1700 W Katella Ave, Orange, CA 92867

Douglas Callen (CRD# 2133945) 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.

4
Thomas P. Eveslage
CRD#: 2095194
9442 Capital Of Texas Hwy N, Arboretum Plaza One, Suite 500, Austin, TX 78759

Thomas Eveslage (CRD# 2095194) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Austin, TX and has over 33 years of experience in the finance industry.

5
Marie E. Godinez
CRD#: 3020086
1700 W. Katella Ave., Orange, CA 92867

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.

6
Bruce E. Graham
CRD#: 2563258
1700 W. Katella Ave., Orange, CA 92867

Bruce Graham (CRD# 2563258) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Orange, CA and has over 29 years of experience in the finance industry.

7
Matt D. Maberry
CRD#: 1907099
111 E. Fourth St. Suite 100, Alton, IL 62002

Matt Maberry (CRD# 1907099) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Alton, IL and has over 34 years of experience in the finance industry.

8
John W. Marshall
CRD#: 860188
Newport Beach, CA

John Marshall (CRD# 860188) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Newport Beach, CA and has over 39 years of experience in the finance industry.

9
Damien J. Morales
CRD#: 4727591
1700 W Katella Ave, Orange, CA 92867

Damien Morales (CRD# 4727591) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Orange, CA and has over 20 years of experience in the finance industry.

10
Robert E. North
CRD#: 5354527
1700 W. Katella Ave., Orange, CA 92867

Robert North (CRD# 5354527) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Orange, CA and has over 16 years of experience in the finance industry.

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