Gary Fraley is a CFA-designated registered investment advisor, based in Oklahoma City, OK, with 16 years of industry experience.
Location
121 NE 50th Street, Oklahoma City, OK, 73105
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Gary is a managing partner at Merit Advisors, Inc. and manages investment model strategy. He also manages real estate and family investments, dedicating minimal time to these activities.
Employment History
Current Registrations
Oak Hills Securities, INC.Broker
November 2023 - Present · 2 yrs 5 mos
Merit Advisors, INC.
February 2014 - Present · 12 yrs 2 mos
Previous Registrations
Exencial Wealth Advisors
June 2013 - February 2014 · 8 mos
Oak Hills Securities, INC.Broker
July 2010 - October 2011 · 1 yr 3 mos
Bok Investment Advisers, INC.
June 2003 - December 2005 · 2 yrs 6 mos
State Registrations3 states
CAOKTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.