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Neal Hifumi Ikeda

B.b. Graham & Company, Inc.

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About Neal Hifumi Ikeda

Neal Hifumi Ikeda is a financial advisor with over 39 years of experience in the industry. Neal has a Series 7 and Series 63 license as well as a SIE exam. Neal is currently registered with B.b. Graham & Company, Inc. Neal has previously worked for Ameritas Investment Company, LLC in Honolulu, HI, Royal Alliance Associates, Inc. in Scottsdale, AZ, and Integrated Resources Equity Corporation. Neal is an active Registered Representative in the state of Hawaii, and has over 172 million dollars in assets under management. Neal is available to discuss various financial planning needs including portfolio management for individuals and businesses.

Firm Information

Neal Ikeda 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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Neal Ikeda’s Registration & Firm History

CA

10/03/2022 - Present

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

HI

04/12/2001 - 10/28/2022

AMERITAS INVESTMENT COMPANY, LLC (HONOLULU HI)

AZ

11/19/1989 - 02/05/2001

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NA

09/23/1983 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

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Licenses & Designations

BC

Issued 10/01/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Neal Hifumi Ikeda.
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