Thomas
Eveslage

B.B. Graham & Company, Inc

CRD#2095194
Investment Advisor
in Austin, TX

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About this Advisor

Thomas Eveslage is a financial advisor based out of Austin, Texas with a total of 15 years of industry experience. Eveslage is an advisor for B.B. Graham & Company, Inc. They have spent the entirety of their employment at B.b. Graham & Company, Inc. Eveslage has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina, Texas and Washington. B.B. Graham & Company, Inc is a financial advisory firm that has its headquarters in Orange, CA. It has offices in 13 locations and a total of 29 advisors. It has $220 million in assets under management among its 631 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 631 customer accounts, just 11% are associated with high-net-worth individuals who have at least $1 million in assets. The company 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. Fees for financial management largely are based on the services. Fees charged by B.B. Graham & Company, Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

15 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

9442 Capital Of Texas Hwy N Arboretum Plaza One, Suite 500
Austin, TX 78759

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B.B. Graham & Company, Inc Brokerage Details

Total Assets Under Management

$219,658,899

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

29

TX Average: 43
Total Number of Accounts

631

TX Average: 3,727
Average Account Size

$348,112

TX 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

Thomas Eveslage Work History

Thomas has been registered as a financial advisor for 15 years.*

2008 - Present (16 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 Thomas Eveslage 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
August Wuellner
Alton, IL
Sheri Strain
Orange, CA
Robert North
Orange, CA
Douglas Callen
Orange, CA
Garry Yee
Honolulu, HI
Christopher Coghlan
Orange, CA
Leonard Wyss
Orange, CA

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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