Robert L. Savage
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Leonard Savage's CRS (Customer Relationship Summary).
Certified licenses
Experience
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 73118December 18, 2014 - Present
B.B. GRAHAM & COMPANY, INC.
Office #1: 1900 Nw Expressway, Suite 1450, Oklahoma City, OK 73118July 29, 1997 - February 23, 2015
LEONARD SECURITIES, INC
April 29, 1994 - September 23, 1997
CENTURY INVESTMENT GROUP INCORPORATED
January 25, 1989 - May 24, 1994
PAS, INC.
February 24, 1978 - January 21, 1989
MORGAN STANLEY DW INC.
November 20, 1975 - February 24, 1978
REYNOLDS SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/2/2022)
(12/19/2014)
(10/2/2024)
(3/4/2015)
(1/15/2015)
(3/25/2015)
(5/1/2000)
(1/8/2015)
(4/5/2007)
(1/5/2015)
(4/9/2024)
(11/12/2025)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 5
Date: 12/11/1982
Interest Rate Options ExaminationPC
Date: 4/1/1977
AMEX Put and Call ExamSeries 8
Date: 5/11/1984
General Securities Sales Supervisor Examination (Options Module & General Module)FINRA
Current Firm
LEONARD INVESTMENT ADVISORS INC.
CRD#: 116712 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 106 |
| AUM (Assets Under Management) | $ 84,509,202 |
Red Flags
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