Unclaimed Profile

Marie Elizabeth Godinez

B.B. GRAHAM & COMPANY, INC.·ORANGE, California

SIE, Series 6, Series 7, Series 24, Series 63, Series 66Clean record13 years registeredB.B. GRAHAM & COMPANY, INC.

1700 W. KATELLA AVE., ORANGE, CA 92867CRD# 3020086Firm CRD# 41533

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marie Elizabeth Godinez · ORANGE, CA

Registration

CRD #3020086 · B.B. GRAHAM & COMPANY, INC. · 13 years registered

Brand Profile

Not yet started

Career History

B.B. GRAHAM & COMPANY, INC.

Jan 2013 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Sep 2012 – Feb 2013

NEWPORT BEACH, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · September 25, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

B.B. GRAHAM & COMPANY, INC.

CRD 41533 · SEC 801-106968

AUM

$173M

Regulatory assets under management

Employees

311 client accounts

Services offered by B.B. GRAHAM & COMPANY, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at B.B. GRAHAM & COMPANY, INC. →

Introduction

Speak with Marie Elizabeth

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Marie Elizabeth is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ORANGE?

Browse all registered financial advisors in ORANGE, California or claim this profile if it's yours.

Browse ORANGE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Marie Elizabeth Godinez offer?

Marie Elizabeth Godinez specializes in Financial Planning, Investment Management. Contact their office in ORANGE, California for a consultation.

What are Marie Elizabeth Godinez's credentials?

Marie Elizabeth Godinez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marie Elizabeth Godinez located?

Marie Elizabeth Godinez is based in ORANGE, California, working with B.B. GRAHAM & COMPANY, INC.. Their office serves clients in the ORANGE metropolitan area and surrounding communities.

How does Marie Elizabeth Godinez charge for services?

Marie Elizabeth Godinez's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is B.B. GRAHAM & COMPANY, INC.?

B.B. GRAHAM & COMPANY, INC. has approximately 27 employees and manages $173M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →