GM
GM

Gary Mcanally

44 Years of Experience
Oklahoma City, OK
1 DisclosureSells Insurance

Gary Mcanally is a registered investment advisor at G. Dewayne Mcanally, based in Oklahoma City, OK, with 44 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 385 clients with $150M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
385 clients
Average Client Portfolio
$395K average
Assets Under Management
$152.0M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.35%
$250K - $500K1.20%
$500K - $750K1.05%
$750K+0.90%

Fees are negotiable depending on the needs of the client and complexity of the situation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 1983
Final
Other Business ActivitiesSells Insurance

Gary sells insurance products for several insurance companies and owns rental property since 1997. He spends minimal time, about 3 hours per month, on the rental property.

Employment History
Current Registrations
G. Dewayne Mcanally
October 2011 - Present · 14 yrs 7 mos
Previous Registrations
Meyers Associates, L.P.Broker
August 2011 - January 2012 · 5 mos
Anderson & Strudwick, Incorporated
July 2010 - August 2011 · 1 yr 1 mo
Anderson & Strudwick, IncorporatedBroker
July 2010 - August 2011 · 1 yr 1 mo
Jesup & Lamont Securities CORPBroker
November 2008 - July 2010 · 1 yr 8 mos
Jesup & Lamont Securities CORPBroker
October 2008 - October 2008 · 0 mos
Jesup & Lamont Advisors
June 2007 - July 2010 · 3 yrs 1 mo
Empire Financial Group, INC.Broker
July 2001 - November 2008 · 7 yrs 4 mos
Centennial Capital Management, INC.Broker
June 1997 - July 2001 · 4 yrs 1 mo
World Invest CorporationBroker
August 1990 - June 1997 · 6 yrs 10 mos
Global Investor Securities, INC.Broker
February 1990 - August 1990 · 6 mos
Pml Securities CompanyBroker
April 1987 - January 1990 · 2 yrs 9 mos
Value Equities CorporationBroker
September 1984 - March 1987 · 2 yrs 6 mos
Lowry Financial Services CorporationBroker
September 1982 - September 1984 · 2 yrs
Integrated Resources Equity CorporationBroker
March 1981 - September 1982 · 1 yr 6 mos
State Registrations2 states
OKTX
Advisor

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.