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Douglas Michael Cherry

B.b. Graham & Company, Inc.

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About Douglas Michael Cherry

Douglas Cherry is a financial advisor with over 30 years of experience in the financial services industry. Douglas is currently registered with B.b. Graham & Company, Inc. and is licensed in multiple states. Douglas has a strong background in investments and financial planning, and he is committed to providing his clients with personalized advice and guidance. Douglas specializes in providing financial planning, pension consulting, and portfolio management services to individuals and families.

Firm Information

Douglas Cherry 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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Douglas Cherry’s Registration & Firm History

IL

11/24/2015 - Present

B.b. Graham & Company, Inc. (Carbondale IL)

IL

01/17/2001 - 11/25/2015

ALTON SECURITIES GROUP INC. (CARBONDALE IL)

IN

11/09/2000 - 02/07/2001

ONB INVESTMENT SERVICES, INC. (EVANSVILLE IN)

IL

07/19/1991 - 12/12/2000

CARLSON NATIONAL BROKERS, LTD (HERRIN IL)

IL

02/02/1996 - 09/29/2000

D.R. HANCOCK & COMPANY, INC. (CARBONDALE IL)

NY

08/20/1987 - 08/12/1991

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

08/20/1987 - 08/12/1991

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/20/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/1988

Series 7 - General Securities Representative Examination

BC

Issued 08/17/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Douglas Michael Cherry.
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