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Andrew William Ramires

B.b. Graham & Company, Inc.

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About Andrew William Ramires

Andrew William Ramires is a registered representative with B.b. Graham & Company, Inc. in Lake Forest, California. Andrew has been in the securities industry since 2014 and has experience with LPL FINANCIAL LLC and CROWN CAPITAL SECURITIES, L.P. Andrew holds Series 7 and 63 securities licenses as well as the SIE. Andrew specializes in working with individuals and high-net-worth individuals to provide financial planning, pension consulting, selection of other advisers and portfolio management. Andrew is also a licensed Investment Advisor Representative.

Firm Information

Andrew Ramires is currently registered with B.b. Graham & Company, Inc.. B.b. Graham & Company, Inc. is a California-based corporation founded in June 1996. The firm provides financial planning and investment advisory services to individuals, high-net-worth individuals, and other clients. They offer portfolio management services and are registered with the SEC and in all 50 states.
B.b. Graham & Company, Inc.

1700 W. KATELLA AVE.

ORANGE, CA 92867

$172.70M

Assets Under Management

Not reported

Total Clients

46

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Ramires’s Registration & Firm History

CA

06/20/2024 - Present

B.b. Graham & Company, Inc. (Lake Forest CA)

CA

05/01/2024 - 06/21/2024

LPL FINANCIAL LLC (LAKE FOREST CA)

CA

10/01/2019 - 05/01/2024

CROWN CAPITAL SECURITIES, L.P. (LAKE FOREST CA)

CA

05/07/2014 - 10/01/2019

CADARET, GRANT & CO., INC. (Lake Forest CA)

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Licenses & Designations

BC

Issued 08/08/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/07/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew William Ramires.
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