Global Auto Brokerage

B.B. Graham Co. Inc. is a broker dealer and investment advisory firm located in Orange, California, dedicated to supporting independent financial advisors. With a focus on providing a comprehensive selection of services and solutions, the firm emphasizes the importance of understanding options to empower financial professionals in serving their clients effectively. Offering various business model options, B.B. Graham Co. caters to the diverse needs of its advisors, including transactions, fee-based advisory services, and insurance solutions. Their commitment to maintaining advisor independence is complemented by a responsive compliance support team and transition assistance packages, ensuring a smooth experience for those making the transition to independence. Generated from the website

Osaic Wealth, based in Orange, CA, is one of the nation's largest providers of wealth management solutions, boasting a community of over 11,000 financial professionals and 270 financial institutions, managing assets totaling $700 billion. The firm emphasizes transformative planning for the future, prioritizing partnership and growth within a diverse and service-driven community. With a focus on enhancing profitability and achieving personalized business goals, Osaic Wealth fosters an inclusive environment that celebrates diversity and promotes collaboration among its partners. The firm believes that strong partnerships are essential for navigating the complexities of individual journeys in wealth management. Generated from the website

Newport Financial Concepts, located in Orange, CA, specializes in wealth management solutions, offering a range of financial planning services tailored to individual client needs. The firm operates under the guidance of experienced professionals committed to helping clients navigate their financial journeys. Affiliated with Osaic Wealth Inc., Newport Financial Concepts provides securities and investment advisory services while ensuring compliance with state regulations. The firm emphasizes personalized investment advice and strives to maintain transparency and integrity in all client interactions. Generated from the website