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Lynne Paulette Robinson

B.b. Graham & Company, Inc.

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About Lynne Paulette Robinson

Lynne Robinson is a financial professional with over 20 years of experience in the industry. Lynne is currently registered with B.b. Graham & Company, Inc. and specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Previously, Lynne worked at ROBINSON & ROBINSON, INC. and has a strong track record of helping clients achieve their financial goals.

Firm Information

Lynne 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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Lynne Robinson’s Registration & Firm History

PA

03/22/2023 - Present

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

PA

04/04/2000 - 05/30/2023

ROBINSON & ROBINSON, INC. (ALLENTOWN PA)

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Licenses & Designations

IA

Issued 12/19/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/10/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/26/2019

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lynne Paulette Robinson.
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