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Damien Joseph Morales

B.b. Graham & Company, Inc.

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About Damien Joseph Morales

Damien Morales is a financial advisor with over 16 years of experience in the financial services industry. Damien is registered with B.b. Graham & Company, Inc. and is a licensed insurance agent with American Mutual Group and Financial Benefits Insurance. Damien holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Damien's areas of specialization include financial planning, portfolio management for individuals, pension consulting and selection of other advisors.

Firm Information

Damien Morales 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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Damien Morales’s Registration & Firm History

CA

02/03/2020 - Present

B.b. Graham & Company, Inc. (ORANGE CA)

HI

09/01/2004 - 02/04/2020

AMERITAS INVESTMENT COMPANY, LLC (HONOLULU HI)

NY

02/25/2004 - 09/02/2004

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/30/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/02/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/2009

Series 7 - General Securities Representative Examination

BC

Issued 02/24/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Damien Joseph Morales.
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