RS
Robert L. Savage
LEONARD INVESTMENT ADVISORS
Oklahoma City, OK 73118
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CRD#: 815336
RS
Professional summary
Robert Leonard Savage, who also goes by Bob Savage, Bobby Savage, is a registered financial advisor currently at LEONARD INVESTMENT ADVISORS INC. located in Oklahoma City, Oklahoma and B.B. GRAHAM & COMPANY, INC. located in Oklahoma City, Oklahoma.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1975. Robert has worked at 7 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 5, PC, Series 7, Series 4, Series 24 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bob Savage | Bobby Savage
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1)LEONARD AGENCY INC, 1900 NW EXPWY STE 1450 OKC OK 73118, INSURANCE AGENCY, INVEST REL, shareholder, EFFECTIVE 01/98, 10 HR/MO DURING TRADING HOURS & 5 HR/MO NON-TRADING HOURS
(2)LEONARD INVESTMENTS ADVISORS, INC., REGISTERED INVESTMENT ADVISORS, 1900 NW EXPWY STE 1450 OKC OK 73118, PRESIDENT AND IA REPRESENTATIVE EFFECTIVE 02/99, INVEST REL, 40 HR/MO DURING TRADING HOURS & 20 HR/MO DURING NON-TRADING HOURS.
(3)ROBERT L SAVAGE INC., 1900 NW EXPWY STE 1450 OKC OK 73118, PRES 03/92, NON-INVEST RELATED, FAMILY INVESTMENTS, 10 HR/MO DURING AND OFFTRADING HOURS (4)SKYLINE ENTERPRISES LLC, 304 NW 154TH ST. EDMOND OK 73013, MANAGER, MEMBER SINCE 1980, OIL & GAS, NON INVEST REL, 0 HR/MO DURING TRADING HRS & 1 HR/MO DURING NON-TRADING HRS (5)THE RESERVE PETROLEUM CO, 6801 N BROADWAY #300 OKC OK 73116, OIL & GAS, DIRECTOR SINCE 1975, NON INVEST REL. 0 HR/MO DURING TRADING HOURS AND 1 HOUR DURING NON-TRADING HOURS. RECEIVE DIRECTOR FEES TOTALING $4,500/YEAR.
(6)LEONARD SAVAGE TR DTD 12/1992, TTEE EFF 12/92, 8326 GLENWOOD AVE., OKC, OK 73114 C/O HERITAGE TRUST CO., INVEST RELATED, 2 HR/MO DURING AND OFF TRADE HOURS
(7)PHOEBE L SAVAGE TR DTD 03/1993, TTEE EFF 03/93, 8326 GLENWOOD AVE., OKC, OK 73114 C/O HERITAGE TRUST CO, INVEST RELATED, 2 HR/MO DURING AND OFF TRADE HOURS.
(8) ROBERT L SAVAGE TRUST DTD 03/04/2010, TRUSTEE, 1900 NW EXPWY, STE#1450, OKC, OK 73118, NON-INVESTMENT RELATED, 10 HR/MO DURING AND OFF TRADE HOURS. (9). RLS-KTS, LLC, MANAGING MEMBER, 8326 GLENWOOD AVE., OKLAHOMA CITY, OK 73114, SMALL FAMILY BUSINESS, NON-INVESTMENT RELATED, START DATE 2/1/2013, 30 MINUTES PER MONTH, ON AND OFF TRADING HOURS. 10). RAINSHADOW, LLC, MANAGING MEMBER, 8326 GLENWOOD AVE., OKLAHOMA CITY, OK 73114, SMALL FAMILY BUSINESS, NON-INVESTMENT RELATED, START DATE 2/1/2013, 1 HOUR PER MONTH ON AND OFF TRADING HOURS.
11. REGISTERED REPRESENTATIVE WITH B.B. GRAHAM, START DATE DECEMBER 2014, APPROXIMATELY 20 HOURS PER WEEK. 12. Oklahoma Capital Advisors, LLC. DBA branch office of BB Graham and Co., Investment related, 50% owner, 1900 NW EXPRESSWAY, STE 1450; OKLAHOMA CITY, OK 73118.
13. HALSELL PETROLEUM LLC, MANAGING MEMBER, OKLAHOMA CITY OK, FAMILY OIL, GAS ASSETS AND MINERALS LEASES, 1 HOUR PER MONTH ON AND OFF TRADING HOURS.
14. PAXTON PETROLEUM LLC, MANAGING MEMBER, OKLAHOMA CITY OK, FAMILY OIL, GAS ASSETS AND MINERALS LEASES, 1 HOUR PER MONTH ON AND OFF TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Leonard Savage's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 1, 2000 - Present
LEONARD INVESTMENT ADVISORS INC.
Office #1: 1900 Nw Expressway Suite 1450, Oklahoma City, OK 73118Office #2: 1900 N W Expressway Suite 1450, Oklahoma City, OK 73118RIA
CRD#: 116712
Oklahoma City, OK
Current
December 18, 2014 - Present
B.B. GRAHAM & COMPANY, INC.
Office #1: 1900 Nw Expressway, Suite 1450, Oklahoma City, OK 73118RIA
BD
CRD#: 41533
Oklahoma City, OK
Past
July 29, 1997 - February 23, 2015
LEONARD SECURITIES, INC
BD
CRD#: 43176
OKLAHOMA CITY, OK
Past
April 29, 1994 - September 23, 1997
CENTURY INVESTMENT GROUP INCORPORATED
BD
CRD#: 36254
SAN DIEGO, CA
Past
January 25, 1989 - May 24, 1994
PAS, INC.
BD
CRD#: 8180
Past
February 24, 1978 - January 21, 1989
MORGAN STANLEY DW INC.
BD
CRD#: 7556
Past
November 20, 1975 - February 24, 1978
REYNOLDS SECURITIES, INC.
BD
CRD#: 712
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(5/2/2022)
RR
California(12/19/2014)
RR
Colorado(10/2/2024)
RR
Maryland(3/4/2015)
RR
Minnesota(1/15/2015)
RR
New York(3/25/2015)
IAR
Oklahoma(5/1/2000)
RR
Oklahoma(1/8/2015)
IAR
Texas(4/5/2007)
RR
Texas(1/5/2015)
RR
Washington(4/9/2024)
RR
Wisconsin(11/12/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 12/11/1982
Interest Rate Options ExaminationGeneral Industry/Product Exam
RR
PC
Date: 4/1/1977
AMEX Put and Call ExamGeneral Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 5/11/1984
General Securities Sales Supervisor Examination (Options Module & General Module)SRO Registrations
RR
FINRA
Current Firm
LI
LEONARD INVESTMENT ADVISORS INC.
LEONARD INVESTMENT ADVISORS INC.
CRD#: 116712 / SEC#:
Arkansas
Registered Investment Advisory firm - (12/1/2015 Terminated)New York
Registered Investment Advisory firm - (11/19/2003 Cancelled)Oklahoma
Registered Investment Advisory firm - (5/1/2000 Approved)Texas
Registered Investment Advisory firm - (6/30/2005 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1900 N W Expressway Suite 1450, Oklahoma City, OK 73118-1812
Mailing Address
Phone number
(405) 879-0166
Established
Firm type
Fiscal year end
# of Employees
7
Regulatory assets under management
| Total Number of Accounts | 106 |
| AUM (Assets Under Management) | $ 84,509,202 |
Red Flags
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