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Mason Vrazel

B.b. Graham & Company, Inc.

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About Mason Vrazel

Mason Vrazel is a financial advisor with B.b. Graham & Company, Inc. in Austin, Texas. Mason has been in the industry since 2021. Mason is licensed to sell securities in Texas and is registered with FINRA as a registered representative. Mason specializes in providing financial planning, portfolio management for individuals, and selecting other advisors for clients. Mason has a strong track record of success in helping clients achieve their financial goals. Mason is committed to providing clients with personalized advice and service.

Firm Information

Mason Vrazel 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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Mason Vrazel’s Registration & Firm History

TX

05/23/2024 - Present

B.b. Graham & Company, Inc. (AUSTIN TX)

TX

01/22/2024 - 04/25/2024

PARK AVENUE SECURITIES LLC (AUSTIN TX)

TX

11/22/2021 - 08/18/2023

CHARLES SCHWAB & CO., INC. (Austin TX)

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Licenses & Designations

BC

Issued 12/10/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/18/2023

Series 3 - National Commodity Futures Examination

BC

Issued 11/20/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/04/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mason Vrazel.
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