GF
Gary B. Fraley
MERIT ADVISORS
Oklahoma City, OK 73105
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CRD#: 4630978
GF
Professional summary
Gary Bruce Fraley is a registered financial advisor currently at MERIT ADVISORS, INC. located in Oklahoma City, Oklahoma and OAK HILLS SECURITIES, INC. located in Oklahoma City, Oklahoma.
Gary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Gary has worked at 4 firms and has passed the Series 63, Series 65, Series 79TO, Series 7TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Merit Advisors, Inc., investment-related, 121 NE 50th Street, Oklahoma City, OK 73105, investment adviser, Managing Partner, January 2014, 40 hours/mo, 30 hours during trading hours, manage investment model strategy High Street Property, LLC, non-investment-related, 121 NE 50th Street, Oklahoma City, OK 73105, real estate brokerage, Manager/Owner, June 2016 start date, 4 hours per month/4 hours during trading hours, occasionally act as broker on real estate transactions Grand Valley, LP, investment related, 3408 Red Rock Road, Oklahoma City, OK 73120, family investments, General Partner and Limited Partner, 2012, 4 hours per month/0 hours during trading hours, manage investments and bookkeeping Uptown Citizen, LLC, investment-related, 601 NW 23rd Street, Oklahoma City, OK 73103, owns commercial real estate, Manager, 2015, 4 hours per month/0 during trading hours, manage property and bookkeeping
CRS (Client Relationship Summary) - RIA
Click below to view Gary Bruce Fraley'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
February 26, 2014 - Present
MERIT ADVISORS, INC.
Office #1: 121 Ne 50th Street, Oklahoma City, OK 73105RIA
CRD#: 113999
Oklahoma City, OK
Current
November 29, 2023 - Present
OAK HILLS SECURITIES, INC.
Office #1: 121 Ne 50th, Oklahoma City, OK 73105BD
CRD#: 145579
Oklahoma City, OK
Past
June 7, 2013 - February 10, 2014
EXENCIAL WEALTH ADVISORS
RIA
CRD#: 130475
OKLAHOMA CITY, OK
Past
July 12, 2010 - October 18, 2011
OAK HILLS SECURITIES, INC.
BD
CRD#: 145579
OKLAHOMA CITY, OK
Past
June 18, 2003 - December 8, 2005
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
RIA
CRD#: 110774
TULSA, OK
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
California(11/30/2023)
RR
Oklahoma(12/4/2023)
IAR
Oklahoma(7/18/2024)
RR
Texas(11/30/2023)
IAR
Texas(7/18/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 11/30/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
RR
Series 7TO
Date: 11/29/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
MA
MERIT ADVISORS, INC.
MERIT ADVISORS, INC.
CRD#: 113999 / SEC#: 801-62024
RIA
Registered Investment Advisory firm - (6/29/2007 Terminated)Arizona
Registered Investment Advisory firm - (6/25/2019 Approved)California
Registered Investment Advisory firm - (5/16/2025 Terminated)Colorado
Registered Investment Advisory firm - (12/2/2021 Terminated)Connecticut
Registered Investment Advisory firm - (4/21/2025 Terminated)Florida
Registered Investment Advisory firm - (4/16/2025 Terminated)Idaho
Registered Investment Advisory firm - (4/17/2025 Terminated)Kansas
Registered Investment Advisory firm - (1/20/2017 Terminated)Massachusetts
Registered Investment Advisory firm - (11/19/2009 Terminated)Minnesota
Registered Investment Advisory firm - (5/29/2002 Terminated)Nevada
Registered Investment Advisory firm - (5/8/2025 Terminated)North Carolina
Registered Investment Advisory firm - (12/12/2003 Terminated)Ohio
Registered Investment Advisory firm - (1/20/2017 Terminated)Oklahoma
Registered Investment Advisory firm - (1/26/2007 Approved)Oregon
Registered Investment Advisory firm - (4/21/2025 Terminated)Texas
Registered Investment Advisory firm - (1/26/2007 Conditional Restricted)Utah
Registered Investment Advisory firm - (7/1/2024 Terminated)Virginia
Registered Investment Advisory firm - (4/17/2025 Terminated)Washington
Registered Investment Advisory firm - (7/11/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
121 Ne 50th Street, Oklahoma City, OK 73105
Mailing Address
Phone number
(405) 748-5335
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 64 |
| AUM (Assets Under Management) | $ 26,560,518 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
