Sharon Adams is a registered investment advisor at B.B. Graham & Company, INC., based in Warrenville, IL, with 42 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 303 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
B.B. Graham & Co.'s annual investment management fee is negotiated and does not exceed 2.99% of the value of your portfolio. The fee is invoiced by the custodian, RBC, on behalf of B.B. Graham & Co. Fees may be higher or lower than this depending on the relationship, complexity, or pre-existing agreements.
Location
3 S. 318 Curtis, Warrenville, IL, 60555
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sharon is the owner-officer of Fox Valley Financial Planning Inc., a DBA for her securities business, and spends minimal time managing it. She also works as a property manager and owner, dedicating minimal time to managing the property and related finances.
Employment History
Current Registrations
B.B. Graham & Company, INC.Broker
B.B. Graham & Company, INC.
Previous Registrations
L.M. Kohn & CompanyBroker
L.M. Kohn & Company
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
A. G. Edwards & Sons, INC.Broker
Isfa CorporationBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.