Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Kimberly V

Series 66

Oklahoma City, OK

B.B. Graham & Company, Inc.

Kimberly Vaughn is a financial advisor at B.B. Graham & Company, Inc. in Oklahoma City, holding a Series 66 designation with 25 years of industry experience. Her prior roles include positions at RBC Capital Markets Corporation and Leonard Investment Advisors, Inc. She is also a licensed public notary in Oklahoma. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, corporations, and small businesses. The firm employs a combination of fundamental and technical analysis to manage assets both directly and through third-party managers, serving several hundred clients with a range of discretionary and non-discretionary accounts.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar
firm logo

Robert S

Series 63, Series 65

Oklahoma City, OK

B.B. Graham & Company, Inc.

Robert Savage is a financial advisor at B.B. Graham & Company, Inc. in Oklahoma City, holding Series 63 and Series 65 credentials with 50 years of industry experience. He has worked at B.B. Graham & Co since 2014 and has extensive prior experience with Leonard Investment Advisors, Inc. and Leonard Agency, Inc. Outside of advisory roles, he is involved in managing family oil and gas assets and serves as a director and managing member in several related businesses. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million and offers a range of asset management approaches, combining fundamental and technical analysis with both discretionary and non-discretionary account management.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar
firm logo

David A

Series 63, Series 65

Oklahoma City, OK

B.B. Graham & Company, Inc.

David Aboud is a financial advisor with B.B. Graham & Company, Inc. in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with B.B. Graham & Co. since 2014 and has longstanding roles with Leonard Investment Advisors Inc. and Leonard Agency, Inc. Outside of his advisory work, he serves as chairman and insurance agent at Leonard Agency Inc. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million and offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary strategies across equities, fixed income, and ETFs.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar
firm logo

Darren K

Series 63, Series 65

Oklahoma City, OK

B.B. Graham & Company, Inc.

Darren King is a financial advisor with B.B. Graham & Company, Inc. in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at firms including Morgan Stanley and Leonard Investment Advisors Inc., where he also maintains an active role. Outside of his advisory work, King serves as president of C&D Consulting Inc., a family investment entity. B.B. Graham & Company provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, and businesses. The firm employs a combination of fundamental and technical analysis, offering both discretionary and non-discretionary portfolio management across multiple asset classes.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)