Sharon Adams
Advisor at B.B. Graham & Company, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at B.B. Graham & Company, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Warrenville, IL 60555
Credentials
Series 63, Series 65
Industry experience
42 years
Sharon Adams is a financial advisor at B.B. Graham & Company, Inc. with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at L.M. Kohn & Company and Crown Capital Securities, Lp. Outside of her advisory role, she owns and manages a financial planning firm, Fox Valley Financial Planning Inc. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis with regular account reviews and often manages assets on a non-discretionary basis, utilizing third-party asset managers and offering a range of financial planning and consulting services.
Based on B.B. Graham & Company, Inc.
Based on B.B. Graham & Company, Inc.
Flat fees may be charged for financial planning services
Brokerage commissions may be charged on securities transactions through BBG's broker-dealer services; 12b-1 fees may also be received
Financial planning hourly fees starting at $50/hour, negotiable
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
3 S. 318 Curtis
Warrenville, IL 60555
Illinois · Indiana · Texas · Wisconsin
B.B. Graham and Company
2025 - Present (1 year)
L.M. Kohn & Company
2023 - 2025 (2 years)
Crown Capital Securities, Lp
2010 - 2023 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")