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Raymond Terrell Foor

B.b. Graham & Company, Inc.

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About Raymond Terrell Foor

Raymond Terrell Foor is a financial professional with over 40 years of experience in the financial services industry. Raymond is currently registered with B.b. Graham & Company, Inc. Raymond has held previous positions with LEONARD SECURITIES, INC, CENTURY INVESTMENT GROUP INCORPORATED, PAS, INC., and DEAN WITTER REYNOLDS INC. Raymond is also a Series 63 and Series 65 licensed advisor and holds Series 7, Series 24 and Series 5 licenses. Raymond specializes in financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Raymond Foor 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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Raymond Foor’s Registration & Firm History

OK

12/18/2014 - Present

B.b. Graham & Company, Inc. (Oklahoma City OK)

OK

08/29/1998 - 12/22/2014

LEONARD SECURITIES, INC (NORMAN OK)

CA

04/14/1994 - 08/28/1998

CENTURY INVESTMENT GROUP INCORPORATED (SAN DIEGO CA)

NA

02/22/1989 - 05/24/1994

PAS, INC.

NA

01/02/1980 - 03/09/1989

DEAN WITTER REYNOLDS INC.

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Licenses & Designations

IA

Issued 01/22/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/22/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/06/1990

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/1982

Series 5 - Interest Rate Options Examination

BC

Issued 12/15/1979

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Raymond Terrell Foor.
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