Scott Everhart
Scott Everhart is a registered investment advisor at B.B. Graham & Company, INC., based in Orange, CA, with 39 years of industry experience. Scott 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
1700 W. Katella Ave., Orange, CA, 92867
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2013Criminal
March 2010Other Business Activities
Scott owns real estate (Calahart Crossroads) and participates in the Crossroads Plaza Condo Association as a board member. He also serves as an independent trustee for two trusts, but has no current active duties.
Employment History
Current Registrations
B.B. Graham & Company, INC.
B.B. Graham & Company, INC.Broker
B.B. Graham & Company, INC.
Previous Registrations
Moloney Securities CO., INC.Broker
Moloney Securities Asset Management LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Juran & Moody, INC.Broker
State Registrations15 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.