Eduardo Larios
Eduardo Larios is a registered investment advisor at B.B. Graham & Company, INC., based in Orange, CA, with 24 years of industry experience. Eduardo 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
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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
Eduardo owns rental real estate since 2003, requiring minimal time. He also maintains a California Life Agent license, and is a Real Estate Broker-Associate and Mortgage Loan Originator, assisting friends and family with real estate or mortgage loan transactions.
Employment History
Current Registrations
B.B. Graham & Company, INC.
B.B. Graham & Company, INC.Broker
Previous Registrations
Farmers Financial Solutions, LLCBroker
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
Pacific Select Distributors, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
Sintra Financial Services, INC.Broker
First Investors CorporationBroker
State Registrations1 state
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.