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Matt Maberry

Advisor at B.B. Graham & Company, Inc.

Updated today

Location

Alton, IL 62002

Credentials

Series 63, Series 65

Industry experience

36 years

About

Matt Maberry is a financial advisor at B.B. Graham & Company, Inc. with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been with B.B. Graham since 2015. Maberry is also a 50% owner of Alton Securities & Asset Advisors, LLC, an investment and financial business affiliated with the firm. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to pension plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with a majority of assets managed on a non-discretionary basis.

Client services

Based on B.B. Graham & Company, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on B.B. Graham & Company, Inc.

Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on B.B. Graham & Company, Inc.

Founder/Business Owner

Fee options

Fixed

Flat fees may be charged for financial planning services

Commissions

Brokerage commissions may be charged on securities transactions through BBG's broker-dealer services; 12b-1 fees may also be received

Project-based

Financial planning hourly fees starting at $50/hour, negotiable

Other

Account minimum: $50,000 Minimum fee: Minimum fee may be charged; fees are negotiable and may vary Fee-only: Fees are generally negotiated based on investable assets; financial planning fees are hourly or flat fees

Location

111 E. Fourth St. Suite 100

Alton, IL 62002

Most active in

Arizona · Florida · Illinois · Minnesota · Missouri · Washington

Work history

B.B. Graham & Co.

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 63, Series 65

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