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Gary Bruce Fraley

Merit Advisors, Inc.

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About Gary Bruce Fraley

Gary Bruce Fraley is an investment advisor representative with Merit Advisors, Inc.. Gary has been in the financial services industry since September 21, 2009, and holds a Series 7, Series 63, Series 65, Series 24, and Series 79TO licenses. Gary is also a Chartered Financial Analyst. Gary is registered to provide investment advisory services in Oklahoma, Texas, Hawaii, Nevada, and California.

Firm Information

Gary Fraley is currently registered with Merit Advisors, Inc.. Merit Advisors, Inc. is an investment advisor registered with the SEC. The firm manages approximately $2.9 million in assets for 18 clients, including both high-net-worth individuals and individuals other than high-net-worth. The firm offers portfolio management services, market timing services, and a variety of other services tailored to individual clients.

$2.89M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Signal service provided to third party advisors and institutions

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Gary Fraley’s Registration & Firm History

OK

07/18/2024 - Present

Merit Advisors, Inc. (OKLAHOMA CITY OK)

OK

07/12/2010 - 10/18/2011

OAK HILLS SECURITIES, INC. (OKLAHOMA CITY OK)

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Licenses & Designations

BC

Issued 11/30/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/13/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/22/2024

Series 24 - General Securities Principal Examination

BC

Issued 11/30/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 11/29/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/25/2023

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gary Bruce Fraley.
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