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Laurie Ann Hanson

B.b. Graham & Company, Inc.

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About Laurie Ann Hanson

Laurie Hanson is an investment advisor representative with B.b. Graham & Company, Inc. Laurie has been in the financial industry since 2001 and holds the Series 6, 7, 63, and SIE licenses. In addition to working for B.b. Graham & Company, Laurie has previously worked for U.S. Bancorp Investments, Inc., LPL Financial Corporation, DFC Investor Services, and FISERV Investor Services, Inc. Laurie specializes in Portfolio Management for Individuals and Financial Planning.

Firm Information

Laurie Hanson 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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Laurie Hanson’s Registration & Firm History

CA

05/27/2011 - Present

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

CA

02/19/2009 - 06/16/2009

U.S. BANCORP INVESTMENTS, INC. (CLAREMONT CA)

SC

03/04/2008 - 03/06/2009

LPL FINANCIAL CORPORATION (FORT MILL SC)

CA

07/02/2001 - 08/14/2007

DFC INVESTOR SERVICES (CLAREMONT CA)

TX

03/15/2001 - 07/02/2001

FISERV INVESTOR SERVICES, INC. (HOUSTON TX)

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Licenses & Designations

BC

Issued 06/20/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/2002

Series 7 - General Securities Representative Examination

BC

Issued 03/14/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Laurie Ann Hanson.
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