GM

Grant R. Milner

G. DEWAYNE MCANALLY
OKLAHOMA CITY, OK 73142
Some features on this profile are disabled
CRD#: 5467184
GM

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.

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

BD
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

BD
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

BD
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.

BD
CRD#: 28759
OKLAHOMA CITY, OK
Past

February 14, 2008 - April 4, 2008

EDWARD JONES

BD
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".
GD
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)

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)

Exams


State Security Law Exam
State Security Law Exam
IAR
Series 65
Date: 12/13/2007
Uniform Investment Adviser Law Examination
General Industry/Product Exam

Current Firm


GD
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
6

SEC notice filing (3 States and Territories)


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Regulatory assets under management


Total Number of Accounts836
AUM (Assets Under Management)$ 152,022,727

Red Flags


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

Company Information


G. DEWAYNE MCANALLY

CRD#: 118511Oklahoma City, OK 73142

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