Robert NorthCRD Number: 5354527
Current Firm: B.b. Graham & Company, Inc.
Robert North (CRD# 5354527) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Orange, CA and has over 10 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Penniall & Associates
|B. B. Graham & Company||Orange, CA||Apr 2016 - Current||1|
|Woodbury Financial Services, Inc.||Lake Oswego, OR||Jul 2011 - Feb 2016||4|
|Sii Investments||Portland, OR||Mar 2009 - Jul 2011||2|
|Unemployed||Portland, OR||Nov 2008 - Mar 2009||< 1|
|Morgan Stanley||Portland, OR||May 2007 - Nov 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2007|
Total Assets Under Management78MILLIONS
Total Number of Accounts172ACCOUNTS
Average Account Value$450,581
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, HI, IA, IL, IN, KY, LA, MA, MN, MO, NC, NE, NJ, NM, NV, NY, OK, OR, TX, WA, WI
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