Dual or Hybrid

B.B. Graham & Co., leveraging our relationship with RBC Correspondent Services, provides attractive wealth management options along with the tools you need to navigate the fee-based or transaction based landscape and grow your business.

  • Operate a fee-based and commission based practice
  • Select the best mix or balance of transaction business and fee-based business that is best for your clients
  • Independent RIA – Possible
  • Variety of 3rd party money managers available
  • Wrap account solution offering a full range of investment products and services
  • Large number of “No Transaction Fee” mutual funds available
  • Unbundled, or a la carte, fee based solutions available
  • State-of-the-art technology suite and real time quotes
  • Extensive research capabilities

Competitive Pricing Packages

  • Payouts
  • Fees
  • Ticket Charges

Marketing Support

  • Your Identity - use your compliance approved DBA on certain materials
  • Marketing tools & campaigns -access an online comprehensive marketing platform

Service

  • Live person communication – no phone queue
  • Knowledeable answers and guidance
  • Responsive to all inquiries
  • All back office staff are industry professionals

 

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Make the Transition to  B.B. Graham & Co.

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B.B. Graham & Co. is a broker/dealer and investment advisory firm dedicated to supporting independent financial advisors. 

Contact Us

B.B. Graham & Co. 1700 West Katella Ave. Orange, CA 92867
Phone: 888-847-2426

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