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Darren King

Advisor at Leonard Investment Advisors Inc.

Updated today

Location

Oklahoma City, OK 73118

Credentials

Series 63, Series 65

Industry experience

38 years

About

Darren King is a financial advisor at Leonard Investment Advisors Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Leonard Investment Advisors since 2011 and B.B. Graham & Co. since 2014. Outside of his advisory role, he serves as president of C&D Consulting Inc., a family investment business. Leonard Investment Advisors is a seven-advisor team managing approximately $84.5 million in assets. The firm provides portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension plans, businesses, and corporations. Its investment approach includes a thorough client interview process and a range of strategies from principal preservation to speculative growth, utilizing equities, fixed income, mutual funds, ETFs, and option overlays.

Client services

Based on Leonard Investment Advisors Inc.

Financial planning Portfolio management Selection of other advisers Charitable organizations

Expertise

Based on Leonard Investment Advisors Inc.

Options & derivatives strategies Tax-loss harvesting Active portfolio management

Fee options

Percentage

$0 - $100,000: 2.00% $100,001 - $400,000: 1.75% $400,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: Negotiable

Commissions

Adviser representatives may also receive commissions on securities and insurance products

Project-based

Financial Planning Services billed at $150 per hour

Other

Account minimum: $25,000 Minimum fee: Consulting Services minimum fee is $20,000 per year Fee-only: Financial Planning Services billed at $150 per hour with a $250 minimum charge

Location

1900 Nw Expressway Suite 1450

Oklahoma City, OK 73118

Most active in

Oklahoma

Work history

B.B. Graham & Co.

2014 - Present (12 years)

Leonard Investment Advisors Inc

2011 - Present (15 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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Charitable giving & philanthropy Options & derivatives strategies Private / alternative investments
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Active portfolio management Concentrated stock management
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Oklahoma City, OK

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Options & derivatives strategies
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