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Robert Leonard Savage

B.B. Graham & Company, INC.
50 Years of Experience
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness Owners
B.B. Graham & Company, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
51 advisors
Number of Clients
303 clients
Average Client Portfolio
$647K average
Assets Under Management
$196.1M

Fee Structure

Minimum Investment:$50K

Location

1900 N W Expressway, Suite 1450, Oklahoma City, OK, 73118

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2014
Award / Judgment
Regulatory
September 2006
Final
Regulatory
August 2005
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert is a shareholder in Leonard Agency Inc. (an insurance agency), President and IA Representative for Leonard Investments Advisors, Inc., and has several roles related to family businesses, oil and gas, and trusts. He also spends about half his time as a registered representative with B.B. Graham and is a 50% owner of Oklahoma Capital Advisors, LLC.

Employment History
Current Registrations
B.B. Graham & Company, INC.Broker
December 2014 - Present · 11 yrs 2 mos
Leonard Investment Advisors INC.
May 2000 - Present · 25 yrs 9 mos
Previous Registrations
Leonard Securities, INCBroker
July 1997 - February 2015 · 17 yrs 7 mos
Century Investment Group IncorporatedBroker
April 1994 - September 1997 · 3 yrs 5 mos
Pas, INC.Broker
January 1989 - May 1994 · 5 yrs 4 mos
Dean Witter Reynolds INC.Broker
February 1978 - January 1989 · 10 yrs 11 mos
Reynolds Securities, INC.Broker
November 1975 - February 1978 · 2 yrs 3 mos
State Registrations10 states
AZCACOMDMNNYOKTXWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.