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Leona Doris Robinson

B.b. Graham & Company, Inc.

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About Leona Doris Robinson

Leona Doris Robinson is a financial professional with over 50 years of experience in the industry. Leona is currently a registered representative with B.b. Graham & Company, Inc. located in Allentown, Pennsylvania. Leona is licensed to offer a variety of financial services and products including financial planning, portfolio management for individuals, and selection of other advisors. Prior to her current role, Leona held positions with ROBINSON & ROBINSON, INC. and ROBINSON & ROBINSON.

Firm Information

Leona Robinson 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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Leona Robinson’s Registration & Firm History

PA

03/06/2023 - Present

B.b. Graham & Company, Inc. (Allentown PA)

PA

01/24/1967 - 05/30/2023

ROBINSON & ROBINSON, INC. (ALLENTOWN PA)

NA

01/24/1967 - 06/02/1972

ROBINSON & ROBINSON

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Licenses & Designations

BC

Issued 01/02/2023

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/22/1960

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Leona Doris Robinson.
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