Sheri Strain
Sheri Strain is a registered investment advisor at B.B. Graham & Company, INC., based in Orange, CA, with 22 years of industry experience. Sheri 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 (1)
Regulatory
March 1998Employment History
Current Registrations
B.B. Graham & Company, INC.Broker
B.B. Graham & Company, INC.
Previous Registrations
B.B. Graham & Company, INC.
B.B. Graham & Company, INC.Broker
Farmers Financial Solutions, LLCBroker
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Monarch Bay Securities, LLCBroker
Financial West Group
Financial West GroupBroker
First Command Financial Planning, INC.
First Command Financial Planning, INC.Broker
Financial West GroupBroker
Financial West GroupBroker
William O'neil & Company, IncorporatedBroker
Dreyfus Brokerage Services, INC.Broker
Interfirst Capital 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.