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Larry James Miranda

B.b. Graham & Company, Inc.

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About Larry James Miranda

Larry James Miranda is a registered representative with B.b. Graham & Company, Inc. Larry has been in the financial services industry since 2006. Larry is also registered as an investment advisor representative with the firm. Larry has a Series 7, Series 66 and SIE license. Larry is based in Walnut, CA and has experience with financial planning, pension consulting, and selection of other advisors. Larry previously worked at Crown Capital Securities, L.P. and Pruco Securities, LLC.

Firm Information

Larry Miranda 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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Larry Miranda’s Registration & Firm History

CA

12/10/2024 - Present

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

CA

11/06/2018 - 12/15/2023

CROWN CAPITAL SECURITIES, L.P. (ORANGE CA)

CA

02/28/2018 - 11/07/2018

PRUCO SECURITIES, LLC. (Walnut CA)

CA

03/15/2013 - 02/13/2018

CROWN CAPITAL SECURITIES, L.P. (ORANGE CA)

CA

08/10/2006 - 03/15/2013

KMS FINANCIAL SERVICES, INC. (CHINO HILLS CA)

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Licenses & Designations

BOTH

Issued 09/01/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Larry James Miranda.
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