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Sandra Kh Werner

B.b. Graham & Company, Inc.

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About Sandra Kh Werner

Sandra Kh Werner is a registered representative with B.b. Graham & Company, Inc. Sandra has been in the securities industry since November 1993. Sandra is registered with the state of Oklahoma and holds the Series 6, Series 7, and Series 63 licenses. Previously, Sandra was associated with LEONARD SECURITIES, INC. Sandra has experience with financial planning and portfolio management for individuals.

Firm Information

Sandra Werner 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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Sandra Werner’s Registration & Firm History

OK

12/23/2014 - Present

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

OK

10/06/1997 - 12/22/2014

LEONARD SECURITIES, INC (ELK CITY OK)

CA

03/14/1995 - 10/09/1997

CENTURY INVESTMENT GROUP INCORPORATED (SAN DIEGO CA)

NA

01/25/1993 - 05/27/1994

PAS, INC.

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Licenses & Designations

BC

Issued 11/24/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/1997

Series 7 - General Securities Representative Examination

BC

Issued 11/24/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sandra Kh Werner.
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