Marie
Godinez

B.B. Graham & Company, Inc

CRD#3020086
Investment Advisor
in Orange, CA

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About this Advisor

Marie Godinez is a financial advisor who works in Orange, California with a total of 10 years of industry experience. Godinez is an advisor for B.B. Graham & Company, Inc. They have spent their entire employment at B.b. Graham & Company, Inc. Godinez holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and can operate in California. B.B. Graham & Company, Inc is a company operating out of Orange, CA. The company has offices in 13 locations and a total of 29 people on staff. It manages $220 million in assets across its 631 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 631 client accounts, just 11% are associated with high-net-worth investors who have at least $1 million in investable assets. The business performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules typically depend on the services provided. However, fee types billed by B.B. Graham & Company, Inc most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1700 W. Katella Ave.
Orange, CA 92867

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B.B. Graham & Company, Inc Brokerage Details

Total Assets Under Management

$219,658,899

CA Average: $7,578,581,321
Total Number of Employees

29

CA Average: 43
Total Number of Accounts

631

CA Average: 3,727
Average Account Size

$348,112

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Marie Godinez Work History

Marie has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

B.B. Graham & Co

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Marie Godinez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at B.B. Graham & Company, Inc

Marie Godinez
Orange, CA
Sheri Strain
Orange, CA
August Wuellner
Alton, IL
Robert North
Orange, CA
Douglas Callen
Orange, CA
Garry Yee
Honolulu, HI
Christopher Coghlan
Orange, CA
Kimberly Vaughn
Oklahoma City, OK

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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