Grant R. Milner

G. DEWAYNE MCANALLY

OKLAHOMA CITY, OK 73142

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CRD#: 5467184

Professional summary

Grant Richard Milner, who also goes by Grant Milner, is a registered financial advisor currently at G. DEWAYNE MCANALLY located in Oklahoma City, Oklahoma.

Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Grant has worked at 7 firms and has passed the Series 63, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Grant Milner

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) - RIA

Click below to view Grant Richard Milner's CRS (Customer Relationship Summary).

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®

None

Experience

Current

April 25, 2011 - Present

G. DEWAYNE MCANALLY

Office #1: 5120 Gaillardia Corporate Pl. Suite B, Oklahoma City, OK 73142

RIA

CRD#: 118511

OKLAHOMA CITY, OK

Past

August 17, 2011 - December 5, 2011

WINDSOR STREET CAPITAL, LP

CRD#: 34171

OKLAHOMA CITY, OK

Past

July 5, 2010 - August 1, 2011

ANDERSON & STRUDWICK, INCORPORATED

RIA

CRD#: 48

OKLAHOMA CITY, OK

Past

July 5, 2010 - August 1, 2011

ANDERSON & STRUDWICK, INCORPORATED

CRD#: 48

OKLAHOMA CITY, OK

Past

June 4, 2009 - July 7, 2010

JESUP & LAMONT SECURITIES CORP

RIA

CRD#: 39056

OKLAHOMA CITY, OK

Past

June 4, 2009 - July 7, 2010

JESUP & LAMONT SECURITIES CORP

CRD#: 39056

OKLAHOMA CITY, OK

Past

June 5, 2008 - December 31, 2008

JESUP & LAMONT ADVISORS

RIA

CRD#: 108006

OKLAHOMA CITY, OK

Past

May 29, 2008 - December 12, 2008

EMPIRE FINANCIAL GROUP, INC.

CRD#: 28759

OKLAHOMA CITY, OK

Past

February 14, 2008 - April 4, 2008

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

G. DEWAYNE MCANALLY

G. DEWAYNE MCANALLY | THE ADVISORY GROUP | G. DEWAYNE MCANALLY, LLC

CRD#: 118511 / SEC#: 801-125817

RIA

Registered Investment Advisory firm - (6/6/2022 Approved)

Oklahoma

Registered Investment Advisory firm - (8/3/2022 Terminated)

Texas

Registered Investment Advisory firm - (8/3/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(4/25/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/27/2008

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/13/2007

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 2/13/2008

General Securities Representative Examination

Current Firm

G. DEWAYNE MCANALLY

G. DEWAYNE MCANALLY | THE ADVISORY GROUP | G. DEWAYNE MCANALLY, LLC

CRD#: 118511 / SEC#: 801-125817

RIA

Registered Investment Advisory firm - (6/6/2022 Approved)

Oklahoma

Registered Investment Advisory firm - (8/3/2022 Terminated)

Texas

Registered Investment Advisory firm - (8/3/2022 Terminated)

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Contact information

Main Address

5120 Gaillardia Corporate Pl. Suite B, Oklahoma City, OK 73142

Mailing Address

Phone number

(405) 728-1649

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (1/7/2026)

ADV 2A - WRAP DISCLOSURE (9/30/2025)

Regulatory assets under management

Total Number of Accounts	836
AUM (Assets Under Management)	$ 152,022,727

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.

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Firm Stability Insights

Grant R. Milner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Richard Milner's CRS (Customer Relationship Summary).

Certified licenses

Experience

WINDSOR STREET CAPITAL, LP

ANDERSON & STRUDWICK, INCORPORATED

ANDERSON & STRUDWICK, INCORPORATED

JESUP & LAMONT SECURITIES CORP

JESUP & LAMONT SECURITIES CORP

JESUP & LAMONT ADVISORS

EMPIRE FINANCIAL GROUP, INC.

EDWARD JONES

Primary Firm SEC Registration

G. DEWAYNE MCANALLY

State Registrations and Notice Filings

Exams

Series 63

Date: 2/27/2008

Series 65

Date: 12/13/2007

Series 7

Date: 2/13/2008

Current Firm

G. DEWAYNE MCANALLY

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

G. DEWAYNE MCANALLY

TRUST BUT VERIFY

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