Transamerica Financial Advisors
45yrs
Top advisor by experience in Orange
19yrs
Robert North is a fiduciary financial advisor in Orange, California, with 19 years in the industry. After five years at Woodbury Financial Services and two years at SII Investments, Robert joined B.B. Graham & Company in 2016, a firm offering financial planning, investment management, and retirement plan consulting. B.B. Graham & Company reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 183 advisors with offices in Orange, and one of 167 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 59% of advisors nationwide
Office1700 W. Katella Ave., Orange, CA 92867
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$753,280
Advisors at the firm34
States licensed ?1 state
Services through B.B. Graham & Company
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowB.B. Graham & Company, Inc.Current firm
- 2011 – 2016Woodbury Financial Services, Inc.Previously
- 2009 – 2011SII Investments, Inc.Previously
- Sep 2007 – Nov 2008Morgan Stanley & Co. LLCPreviously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call B.B. Graham & Company at (714) 628-5200 and ask for Robert North. Robert works from the Orange, CA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2007, about 19 years. More experience than 59% of advisors nationwide.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
B.B. Graham & Company reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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