Damien Morales
Damien Morales is a registered investment advisor at B.B. Graham & Company, INC., based in Orange, CA, with 22 years of industry experience. Damien operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 303 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
B.B. Graham & Co.'s annual investment management fee is negotiated and does not exceed 2.99% of the value of your portfolio. The fee is invoiced by the custodian, RBC, on behalf of B.B. Graham & Co. Fees may be higher or lower than this depending on the relationship, complexity, or pre-existing agreements.
Location
1700 W Katella Ave, Orange, CA, 92867
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Damien is licensed as an independent insurance agent with Financial Benefits Insurance since 2014, selling fixed insurance products. This takes about half of his time.
Employment History
Current Registrations
B.B. Graham & Company, INC.Broker
B.B. Graham & Company, INC.
B.B. Graham & Company, INC.
Previous Registrations
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
Nylife Securities INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.