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Scott Edward Everhart

B.b. Graham & Company, Inc.

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About Scott Edward Everhart

Scott Edward Everhart has been working in the financial services industry since July 1986 and currently is registered with B.b. Graham & Company, Inc. Scott Everhart has been a financial advisor for many years and is currently licensed in 15 states. Scott Everhart is experienced in providing investment advice for both individuals and businesses. Scott Everhart is also licensed to provide financial planning services.

Firm Information

Scott Everhart 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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Scott Everhart’s Registration & Firm History

CA

11/05/2024 - Present

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

CO

08/28/2008 - 03/16/2018

RBC CAPITAL MARKETS, LLC (FORT COLLINS CO)

CO

01/01/2008 - 09/02/2008

WACHOVIA SECURITIES, LLC (BOULDER CO)

CO

04/04/1988 - 01/03/2008

A. G. EDWARDS & SONS, INC. (BOULDER CO)

NA

07/23/1986 - 04/05/1988

JURAN & MOODY, INC.

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Licenses & Designations

BC

Issued 12/12/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 07/19/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Scott Edward Everhart. Review regulatory record here.
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