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Thomas Patrick Eveslage

B.b. Graham & Company, Inc.

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About Thomas Patrick Eveslage

Thomas Eveslage is an investment advisor representative with B.b. Graham & Company, Inc. Thomas has been in the industry since 1993 and is registered with the states of Arizona, North Carolina, Texas and Washington. Thomas specializes in providing financial planning, pension consulting, and portfolio management services.

Firm Information

Thomas Eveslage 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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Thomas Eveslage’s Registration & Firm History

TX

01/04/2016 - Present

B.b. Graham & Company, Inc. (AUSTIN TX)

TX

10/24/2007 - 08/01/2008

NATIONS FINANCIAL GROUP, INC. (AUSTIN TX)

TX

08/18/2006 - 11/02/2007

FIRST MIDAMERICA INVESTMENT CORPORATION (AUSTIN TX)

TX

01/01/1998 - 08/22/2006

BANC OF AMERICA INVESTMENT SERVICES, INC. (AUSTIN TX)

NA

09/03/1993 - 01/01/1998

NATIONSSECURITIES

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Licenses & Designations

IA

Issued 09/19/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Patrick Eveslage.
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