About the firm
B.B. Graham & Co. Inc. is a broker/dealer and investment advisory firm dedicated to supporting independent financial advisors. The firm offers several business model options and a comprehensive selection of services and solutions to help advisors maintain their independence and professionally serve their clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Transactions & Commissions, Fee-Based Advisory, Direct Sales (Insurance & Securities), Dual or Hybrid business models, as well as Clearing Partner, Operations, Compliance, Investment Options, Fee Based Solutions, Marketing, Transition Services, Technology, Research, Training & Development, Client Access, E&O Insurance, Succession Planning, practice acquisition, and services for Broker/Dealers or RIAs.
Who they serve
Independent financial advisors
Leadership
Office locations
Advisors at this firm
29 advisors in the directory
Regulatory & compliance
Data as of October 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. B.b. Graham & Company, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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