Damien Joseph Morales

B.B. Graham & Company, INC.

21 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness Owners

B.B. Graham & Company, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

51 advisors

Number of Clients

303 clients

Average Client Portfolio

$647K average

Assets Under Management

$196.1M

Fee Structure

Minimum Investment:$50K

Location

1700 W Katella Ave, Orange, CA, 92867

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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.

Other Business ActivitiesSells Insurance

Damien is licensed as an independent insurance agent with Financial Benefits Insurance since 2014, selling fixed insurance products. This takes about half of his time.