Sheri A Strain
Investment adviser representative at B.B. Graham & Company, Inc.
10 yearsExperience
1 stateRegistered in
$321.7MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- B.B. Graham & Company, Inc.Dec 2025 to now
- UnemployedJan 2024 to Nov 2025
- Bb Graham & CompanyApr 2018 to Dec 2023
- UnemployedOct 2017 to Apr 2018
- Farmers Financial SolutionsNov 2016 to Sep 2017
- UnemployedJul 2016 to Nov 2016
- National Planning CorporationJun 2016 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (CA).
B.B. Graham & Company, Inc.
$321.7MAssets managed
427Clients
28Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2614962
- Firm CRD
- 41533