Barton Lake Couch

CFP

B.B. Graham & Company, INC.

40 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness Owners

B.B. Graham & Company, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

51 advisors

Number of Clients

303 clients

Average Client Portfolio

$647K average

Assets Under Management

$196.1M

Fee Structure

Minimum Investment:$50K

Location

4800 Bee Caves Road, Austin, TX, 78746

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

January 2012

Denied

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Other Business ActivitiesSells Insurance

Barton is a part-owner of a commercial office building, receives trail commissions from fixed insurance products, and owns rental real estate. He is also a registered representative for a broker-dealer and a partner/investment advisor representative for a registered investment advisor, spending minimal time on each activity.