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Chris Michael Grattan

B.b. Graham & Company, Inc.

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About Chris Michael Grattan

Chris Grattan is a financial advisor at B.b. Graham & Company, Inc. located in San Gabriel, CA. Chris has been working in the financial services industry since 1998 and holds Series 7, 24, and 63 licenses. Chris specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. Chris has previously worked at Grattan Financial Securities, Inc. in San Gabriel, CA.

Firm Information

Chris Grattan 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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Chris Grattan’s Registration & Firm History

CA

08/23/2004 - Present

B.b. Graham & Company, Inc. (SAN GABRIEL CA)

CA

06/30/1998 - 08/31/2004

GRATTAN FINANCIAL SECURITIES, INC. (SAN GABRIEL CA)

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Licenses & Designations

BC

Issued 09/11/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/02/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/29/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chris Michael Grattan.
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