B.b. Graham & Company, Inc.

B.b. Graham & Company, Inc. (CRD# 41533) is a financial advisory firm headquartered in Orange, CA. They manage $25,694,300 in 88 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at B.b. Graham & Company, Inc.
Showing 1 - 10 of 23 top financial advisors.
1
Douglas B. Callen
CRD#: 2133945
1700 W Katella Ave, Orange, CA 92867
96
Wealthminder
score

Douglas Callen (CRD# 2133945) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Orange, CA and has over 21 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.

2
Michael A. Babcock
CRD#: 4074132
11 Glen Ed Professional Park, Glen Carbon, IL 62034
93
Wealthminder
score

Michael Babcock (CRD# 4074132) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Glen Carbon, IL and has over 17 years of experience in the finance industry.

3
Thomas P. Eveslage
CRD#: 2095194
9442 Capital Of Texas Hwy N, Arboretum Plaza One, Suite 500, Austin, TX 78759
93
Wealthminder
score

Thomas Eveslage (CRD# 2095194) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Austin, TX and has over 27 years of experience in the finance industry.

4
Marie E. Godinez
CRD#: 3020086
1700 W. Katella Ave., Orange, CA 92867
93
Wealthminder
score

Marie Godinez (CRD# 3020086) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Orange, CA and has over 18 years of experience in the finance industry.

5
Robert E. Kelly
CRD#: 5417918
406 Main St., Keokuk, IA 52632
93
Wealthminder
score

Robert Kelly (CRD# 5417918) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Keokuk, IA and has over 9 years of experience in the finance industry.

6
Jin H. Li
CRD#: 2532383
1700 W. Katella Ave., Orange, CA 92867
93
Wealthminder
score

Jin Li (CRD# 2532383) 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.

7
Robert E. North
CRD#: 5354527
1700 W. Katella Ave., Orange, CA 92867
93
Wealthminder
score

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.

8
Jonathan E. Rick
CRD#: 4134901
Millbrook Office Center, 475 Half Day Road #250, Lincolnshire, IL 60069
93
Wealthminder
score

Jonathan Rick (CRD# 4134901) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Lincolnshire, IL and has over 17 years of experience in the finance industry.

9
Wickham G. Smith
CRD#: 2280093
Irvine, CA
93
Wealthminder
score

Wickham Smith (CRD# 2280093) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Irvine, CA and has over 25 years of experience in the finance industry.

10
Thomas L. Graybill
CRD#: 1091933
1700 W. Katella Ave., Orange, CA 92867
90
Wealthminder
score

Thomas Graybill (CRD# 1091933) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Orange, CA and has over 12 years of experience in the finance industry.

1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.