David Aboud is a registered investment advisor at B.B. Graham & Company, INC., based in Oklahoma City, OK, with 39 years of industry experience. David 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 N W Expressway, Suite 1450, Oklahoma City, OK, 73118-1812
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is the Chairman and an insurance agent at Leonard Agency Inc, dedicating minimal time. He is also an IA Representative at Leonard Investment Advisors Inc, spending about 10-20% of his time, and the President of Raney Ferris Inc, focusing on family investments.
Employment History
Current Registrations
B.B. Graham & Company, INC.Broker
Leonard Investment Advisors INC.
Previous Registrations
Wells Nelson & Associates, L.L.C.Broker
Leonard Securities, INCBroker
Century Investment Group IncorporatedBroker
Pas, INC.Broker
Dean Witter Reynolds INC.Broker
Park Avenue Securities, INC.Broker
John Hancock Distributors, INC.Broker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.