Daniel Dubois

B.B. Graham & Company, INC.

23 Years of Experience

BrokerSells 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

4299 Macarthur Blvd., Suite 100, Newport Beach, CA, 92660

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Daniel is the owner and operator of a full-service accounting firm, dedicating about half of his time to it. He also owns commercial and vacation rental properties, receives investment commissions through a corporation, is treasurer of a building association, and generates leads for Nobel Wealth Management Inc., dedicating minimal time to each of these activities. Dubois Financial & Insurance Services Inc. is used to process commission income.