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MP

Myra L. Prescott

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CRD#: 1407136
MP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Myra Lou Prescott, who also goes by Myra Lou Howard, Myra Lou Polanco, Myra Lou Howard Polanco, Myra Lou Howard Polano, was a registered financial professional .

Myra is a previously registered financial professional and started their career in finance in 1985. Myra had worked at 9 firms and has passed the Series 63, SIE, Series 7 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Myra Lou Howard | Myra Lou Polanco | Myra Lou Howard Polanco | Myra Lou Howard Polano

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 28, 2006 - October 21, 2019

ALLIANCE FINANCIAL GROUP, INC.

BD
CRD#: 28538
DALLAS, TX
Past

June 20, 2002 - April 17, 2006

AWM SERVICES, LLC

BD
CRD#: 6439
HOUSTON, TX
Past

February 12, 1997 - June 17, 2002

BELMONT ASSET MANAGEMENT, INC.

BD
CRD#: 18484
DALLAS, TX
Past

September 26, 1996 - January 29, 1997

DILLON - GAGE SECURITIES, INC.

BD
CRD#: 10821
ADDISON, TX
Past

September 28, 1995 - August 6, 1996

HARRIS SECURITIES, INC.

BD
CRD#: 16587
DALLAS, TX
Past

January 23, 1995 - August 29, 1995

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

November 20, 1989 - January 24, 1995

FIRST DALLAS SECURITIES INCORPORATED

BD
CRD#: 24549
DALLAS, TX
Past

January 3, 1989 - August 12, 1989

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

June 15, 1988 - January 2, 1989

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

September 25, 1985 - August 10, 1988

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/20/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 10/31/1986
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


AF
ALLIANCE FINANCIAL GROUP, INC.
ALLIANCE FINANCIAL GROUP, INC.

CRD#: 28538 / SEC#: , 8-43788

BD
Terminated by SEC on 06/23/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 11/14/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ALLIANCE FINANCIAL HOLDINGS, LLCSHAREHOLDER
BEST, CHARLES MCCOMBERCHAIRMAN/CEO/DIRECTOR20486
BROTT, CLIFFORD JOHN JRSENIOR VICE PRESIDENT/DIRECTOR31829
BURNS, KAREN RAYBURNVICE PRESIDENT/CCO/DIRECTOR/SECRETARY2482528
GENDLER, STEVEN HERBERTSENIOR VICE PRESIDENT/DIRECTOR1075091
LISTON, JACK D IIIPRESIDENT/COO/DIRECTOR2405320
STERLING, DONALD WILLIAMFINOP1192425

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ALLIANCE FINANCIAL GROUP, INC.

CRD#: 28538

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