Advisors at this firm
Kimberly V
Series 66
Oklahoma City, OK
Leonard Investment Advisors Inc.
Kimberly Vaughn is a financial advisor at Leonard Investment Advisors Inc. with 24 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets Corporation prior to joining Leonard Investment Advisors and B.B. Graham & Company in 2019. In addition to her advisory work, she is a licensed insurance agent and serves as a notary public in Oklahoma City. Leonard Investment Advisors is a seven-advisor team managing approximately $84.5 million in assets. The firm provides portfolio management, financial planning, consulting, and access to third-party money managers for individuals, pension plans, businesses, and corporations, utilizing a range of investment styles and analytical approaches tailored to client objectives and risk tolerance.
James P
Series 66
Oklahoma City, OK
Leonard Investment Advisors Inc.
James Pearson is a financial advisor at Leonard Investment Advisors Inc. in Oklahoma City, OK, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at B.B. Graham & Company, RKI Energy Resources, LLC, and BancWest Investment Services. Outside of advisory work, he is a 17% owner and passive investor in a medical marijuana grow facility through Toroverde Farms LLC. Leonard Investment Advisors manages approximately $84.5 million in assets with a seven-advisor team, offering portfolio management, financial planning, consulting, and access to third-party money managers. The firm serves individuals, including high-net-worth clients, as well as pension plans, businesses, and corporations, employing a range of investment styles supported by fundamental, technical, and cyclical analysis.
Elaine C
Series 63, Series 65
Oklahoma City, OK
Leonard Investment Advisors Inc.
Elaine Cowan is a financial advisor at Leonard Investment Advisors Inc. in Oklahoma City, holding Series 63 and Series 65 licenses with 27 years of industry experience. She has been with Leonard Investment Advisors and its affiliated Leonard Agency Inc. since 2003 and also worked at B.B. Graham & Co. since 2014. Outside of her advisory role, she serves as Vice President and Sales Director of Investment Relations at Leonard Agency Inc. Leonard Investment Advisors manages approximately $84.5 million in assets with a seven-advisor team, offering portfolio management, financial planning, consulting, and access to third-party money managers for individuals, pension plans, businesses, and corporations. The firm employs a client-focused approach to establish investment objectives and risk tolerance, managing accounts across various styles and utilizing fundamental, technical, and cyclical analysis.
Robert S
Series 63, Series 65
Oklahoma City, OK
Leonard Investment Advisors Inc.
Robert Savage is a financial advisor with Leonard Investment Advisors Inc. in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has worked with Leonard Investment Advisors since 1999 and B.B. Graham & Co since 2014. Outside of advising, he is involved in managing family oil and gas businesses and serves as a director of The Reserve Petroleum Co. 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, employing a range of investment styles and strategies tailored to client objectives and risk tolerance.
John P
Series 63, Series 65
Oklahoma City, OK
Leonard Investment Advisors Inc.
John Pribyl is a financial advisor at Leonard Investment Advisors Inc. in Oklahoma City, OK, with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Leonard Investment Advisors since 2002. Prior to that, he worked at B.B. Graham & Co and manages a family investment entity, JWP Investments LLC. Leonard Investment Advisors is a seven-advisor team managing approximately $84.5 million in assets. The firm offers portfolio management, financial planning, consulting, and access to third-party money managers for individuals, including high-net-worth clients, as well as pension plans, businesses, and corporations, utilizing a range of investment styles and strategies.
David A
Series 63, Series 65
Oklahoma City, OK
Leonard Investment Advisors Inc.
David Aboud is a financial advisor with Leonard Investment Advisors Inc. in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Leonard Investment Advisors since 1999 and B.B. Graham & Co since 2014. Outside of his advisory role, he serves as chairman and insurance agent at Leonard Agency Inc. Leonard Investment Advisors manages approximately $84.5 million in assets with a seven-advisor team, providing portfolio management, financial planning, consulting, and access to third-party money managers for individuals, including high-net-worth clients, as well as pension plans, businesses, and corporations. The firm uses a range of investment strategies based on client objectives and risk tolerance, incorporating fundamental, technical, and cyclical analysis across multiple asset classes.
Darren K
Series 63, Series 65
Oklahoma City, OK
Leonard Investment Advisors Inc.
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.