David Alan Ramos
Investment adviser representative at B.B. Graham & Company, Inc.
15 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
15 years in the industry.
- B.B. Graham & Company, Inc.Nov 2024 to now
- Revolution-advisor LLCOct 2024 to now
- IaaJul 2023 to Nov 2024
- Sagepoint FinancialFeb 2011 to Aug 2023
Exams passed
- Series 66 · Uniform Combined State Law1998
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
- 3044564
- Firm CRD
- 41533