Elaine Cowan is a registered investment advisor at B.B. Graham & Company, INC., based in Oklahoma City, OK, with 27 years of industry experience. Elaine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 303 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
B.B. Graham & Co.'s annual investment management fee is negotiated and does not exceed 2.99% of the value of your portfolio. The fee is invoiced by the custodian, RBC, on behalf of B.B. Graham & Co. Fees may be higher or lower than this depending on the relationship, complexity, or pre-existing agreements.
Location
1900 NW Expressway Suite 1450, Oklahoma City, OK, 73118
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Regulatory History
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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Elaine is the VP & Sales Director at Leonard Agency Inc. since 2003, dedicating about a quarter of her time to this investment-related business. She is also an IA Rep at Leonard Investment Advisors Inc. since 2003, spending minimal time on this investment-related role.
Employment History
Current Registrations
B.B. Graham & Company, INC.Broker
Leonard Investment Advisors INC.
Previous Registrations
Leonard Securities, INCBroker
Usallianz Securities, INC.Broker
Legacy Financial Services, INC.Broker
State Registrations11 states
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