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Robert E North

B.b. Graham & Company, Inc.

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About Robert E North

Robert North is a financial advisor registered with B.b. Graham & Company, Inc. He has been in the industry since 2008 and is licensed to provide investment advice in California, Oregon, and Washington. Robert has experience working with both high-net-worth individuals and individuals other than high-net-worth. B.b. Graham & Company, Inc. offers financial planning, portfolio management for individuals, and pension consulting services.

Firm Information

Robert North 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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Robert North’s Registration & Firm History

CA

04/12/2016 - Present

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

OR

07/18/2011 - 02/05/2016

WOODBURY FINANCIAL SERVICES, INC. (PORTLAND OR)

OR

03/20/2009 - 07/15/2011

SII INVESTMENTS, INC. (PORTLAND OR)

OR

08/08/2007 - 11/14/2008

MORGAN STANLEY & CO. INCORPORATED (PORTLAND OR)

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Licenses & Designations

BOTH

Issued 09/06/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 08/07/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert E North.
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