Alan Schryer is a CFP-designated registered investment advisor at B.B. Graham & Company, INC., based in Newport Beach, CA, with 32 years of industry experience. Alan 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
4299 Macarthur Blvd., Suite 100, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alan owns several businesses, including Noble Financial Advisors, Noble Wealth Management, Noble Real Estate & Mortgage, Noble Tax Specialists, and Noble Comprehensive Insurance Services. He dedicates a significant amount of time to these ventures, including about 10-20% of his time to Noble Comprehensive Insurance Services, which sells annuities, life, health, and property & casualty insurance.
Employment History
Current Registrations
B.B. Graham & Company, INC.Broker
Noble Wealth Management, INC.
Previous Registrations
Securities America, INC.Broker
Foothill Securities, INC.Broker
Foothill Securities, INC.
Foothill Securities, INC.Broker
Financial Telesis INCBroker
Financial Telesis, INC.
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Empire Securities CorporationBroker
Securities America Advisors INC
Securities America, INC.Broker
Empire Securities Corporation of Southern CaliforniaBroker
Endeavor GroupBroker
Executive Securities, INCBroker
Idm Securities CorporationBroker
State Registrations3 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.