Grant Richard Milner

Employer firm

G. Dewayne Mcanally CRD 118511

$170M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2011 → Present
  G. Dewayne Mcanally
  Oklahoma City, OK

Previous Registrations

• 2010-07-05 → 2011-08-01
  Anderson & Strudwick, Incorporated
  Oklahoma City, OK
  Longwood, FL
  Richmond, VA
  Richmond, VA
  Oklahoma City, OK
• 2009-06-04 → 2010-07-07
  Jesup & Lamont Securities Corp
  Oklahoma City, OK
• 2008-06-05 → 2008-12-31
  Jesup & Lamont Advisors
  Oklahoma City, OK
  New York, NY

Other Businesses

MFOUR LLC. MFOUR LLC IS A LIMITED LIABILITY COMPANY ORGANIZED TO SERVE AS THE ENTITY VIA WHICH MR. MILNER RECEIVES INCOME FROM THE REGISTERED INVESTMENT ADVISORY FIRM G. DEWAYNE MCANALLY (CRD#118511). MFOUR LLC CONDUCTS NO OTHER BUSINESS. Mr. Milner also conducts insurance sales as an independent insurance agent. Mr. Milner is independently licensed with all appropriate state Departments of Insurance to sell life and health insurance products through various insurance companies. When acting in this capacity, he will receive customary commissions for selling insurance products.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-02-27
• S65 Uniform Investment Adviser Law Examination
  2007-12-13

Other Names

• Grant Milner