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David Aboud

B.B. Graham & Company, INC.
39 Years of Experience
Oklahoma City, OK
BrokerSells Insurance
View SEC Summary
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David Aboud is a registered investment advisor at B.B. Graham & Company, INC., based in Oklahoma City, OK, with 39 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 427 clients with $320M in assets under management.

B.B. Graham & Company, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
427 clients
Average Client Portfolio
$753K average
Assets Under Management
$321.7M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.99%

Annual advisory fee is negotiated based on a percentage of investable assets, not to exceed 2.99%. Current client relationships may have higher or lower fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1900 NW Expressway Suite 1450, Oklahoma City, OK, 73118

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David is the Chairman and an insurance agent at Leonard Agency Inc, dedicating minimal time. He is also an IA Representative at Leonard Investment Advisors Inc, spending about 10-20% of his time, and the President of Raney Ferris Inc, focusing on family investments.

Employment History
Current Registrations
B.B. Graham & Company, INC.Broker
December 2014 - Present · 11 yrs 10 mos
Leonard Investment Advisors INC.
May 2000 - Present · 26 yrs 5 mos
Previous Registrations
Wells Nelson & Associates, L.L.C.Broker
April 2008 - September 2010 · 2 yrs 5 mos
Leonard Securities, INCBroker
July 1997 - February 2015 · 17 yrs 7 mos
Century Investment Group IncorporatedBroker
May 1994 - September 1997 · 3 yrs 4 mos
Pas, INC.Broker
February 1989 - May 1994 · 5 yrs 3 mos
Dean Witter Reynolds INC.Broker
January 1987 - February 1989 · 2 yrs 1 mo
Park Avenue Securities, INC.Broker
December 1986 - January 1987 · 1 mo
John Hancock Distributors, INC.Broker
December 1986 - January 1987 · 1 mo
State Registrations25 states
ARAZCACOCTFLIAINKSKYLAMDMIMNMOMSMTNCNMNYOKTXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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