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Kimberly V

Series 66

Oklahoma City, OK

B.B. Graham & Company, Inc.

Kimberly Vaughn is a financial advisor at B.B. Graham & Company, Inc. with 24 years of industry experience. She holds the Series 66 designation and has worked at Leonard Investment Advisors, Inc. and RBC Capital Markets Corporation. Outside her advisory role, she is a licensed insurance agent and serves as a public notary in Oklahoma City. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, corporations, and small businesses, managing approximately $322 million for several hundred clients. The firm employs both fundamental and technical analysis across various asset classes and offers a mix of discretionary and non-discretionary asset management, as well as access to third-party money managers.

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