Darren King
Advisor at Leonard Investment Advisors 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 Leonard Investment Advisors 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
Oklahoma City, OK 73118
Credentials
Series 63, Series 65
Industry experience
38 years
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.
Based on Leonard Investment Advisors Inc.
Based on Leonard Investment Advisors Inc.
$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
Adviser representatives may also receive commissions on securities and insurance products
Financial Planning Services billed at $150 per hour
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
1900 Nw Expressway Suite 1450
Oklahoma City, OK 73118
Oklahoma
B.B. Graham & Co.
2014 - Present (12 years)
Leonard Investment Advisors Inc
2011 - Present (15 years)
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