Gary
Mcanally

G. Dewayne Mcanally

CRD#726867
Investment Advisor
in Oklahoma City, OK

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About this Advisor

Gary Mcanally is a financial advisor based in Oklahoma City, Oklahoma, working with G. Dewayne Mcanally. Gary has previously held a position at G. Dewayne Mcanally. Gary has passed the Series 63 regulatory exam and is registered to provide services in Oklahoma and Texas. Currently, Gary is part of G. Dewayne Mcanally, which operates out of Oklahoma City, Oklahoma. The firm has 6 employees and manages assets totaling $129.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at G. Dewayne Mcanally includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5909 Nw Expressway Suite 165
Oklahoma City, OK 73132

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G. Dewayne Mcanally Brokerage Details

Total Assets Under Management

$129,119,154

OK Average: $681,523,814
Total Number of Employees

6

OK Average: 15
Total Number of Accounts

786

OK Average: 642
Average Account Size

$164,274

OK Average: $1,061,564

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Gary Mcanally Work History

1984 - Present (40 years)

G. Dewayne Mcanally

Disclosures

Please visit the SEC profile of Gary Mcanally to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at G. Dewayne Mcanally

Grant Milner
Oklahoma City, OK
Jenna Mcalister
Oklahoma City, OK
Gary Mcanally
Oklahoma City, OK

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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