Robert North, financial advisor Orange CA
93 score

Robert North

CRD 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 9 years of experience in the finance industry.

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Company Name Location Dates Years
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
Union Bank Of California Portland, OR Jan 2005 - May 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Robert E. North
Phone Number: (714) 628-5200
Firm Website: http://www.bbgraham.com
Registered State(s):
  • CA
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    26
    MILLIONS
  • Total Number of Accounts
    88
    ACCOUNTS
  • Average Account Value
    $291,981
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, HI, IA, IL, KY, MA, MN, MO, NC, NE, NJ, NM, NV, NY, OK, OR, TX, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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