Direct Sales

As a financial professional who has built a successful practice around direct sales, you need to partner with a firm that can provide you with:

  • Comprehensive Product Selection
  • Professional Service
  • Custom Compensation
  • Marketing Suppport

Comprehensive Product Selection

  • Direct selling agreements with many providers
  • Access to a comprehensive menu of financial solutions
  • 3rd party arrangements for other insurance product solutions

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


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

Join Us

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


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: 714-628-5200