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 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.99% |
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
Location
1700 W Katella Ave, Orange, CA, 92867
Get directionsHistory
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, LLCBroker
Unionbanc Investment Services, LLC
Pacific Select Distributors, INC.Broker
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
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 Registrations2 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.
Exams
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