TrueAdvisor
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AS
CFP
AS
CFP

Alan Schryer

B.B. Graham & Company, INC.
32 Years of Experience
Newport Beach, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 427 clients with $320M in assets under management.

B.B. Graham & Company, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
427 clients
Average Client Portfolio
$753K average
Assets Under Management
$321.7M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.99%

Annual advisory fee is negotiated based on a percentage of investable assets, not to exceed 2.99%. Current client relationships may have higher or lower fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4299 Macarthur Blvd., Suite 100, Newport Beach, CA, 92660

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History

Regulatory History
Clean regulatory record

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.

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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
March 2017 - Present · 9 yrs 7 mos
Noble Wealth Management, INC.
February 2014 - Present · 12 yrs 8 mos
Previous Registrations
Securities America, INC.Broker
December 2016 - March 2017 · 3 mos
Foothill Securities, INC.Broker
November 2014 - December 2016 · 2 yrs 1 mo
Foothill Securities, INC.
November 2014 - November 2014 · 0 mos
Foothill Securities, INC.Broker
September 2014 - September 2014 · 0 mos
Financial Telesis INCBroker
December 2013 - September 2014 · 9 mos
Financial Telesis, INC.
December 2013 - September 2014 · 9 mos
Money Concepts Advisory Service
September 2007 - December 2013 · 6 yrs 3 mos
Money Concepts Capital CORPBroker
September 2007 - December 2013 · 6 yrs 3 mos
Empire Securities CorporationBroker
November 2003 - September 2007 · 3 yrs 10 mos
Securities America Advisors INC
May 2002 - November 2003 · 1 yr 6 mos
Securities America, INC.Broker
July 1999 - November 2003 · 4 yrs 4 mos
Empire Securities Corporation of Southern CaliforniaBroker
September 1998 - June 1999 · 9 mos
Endeavor GroupBroker
December 1994 - September 1996 · 1 yr 9 mos
Executive Securities, INCBroker
March 1994 - October 1994 · 7 mos
Idm Securities CorporationBroker
May 1989 - April 1992 · 2 yrs 11 mos
State Registrations3 states
CATXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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