the ADVISORY group

CONNECT

Address:

5909 NW Expressway, Suite 165
Oklahoma City, OK 73132

Phone:

405-728-1649 or Toll Free 888-488-4625

Fax/Other:

405-728-5892

Grant R. Milner, AWMA

Executive Vice President

Mr. Milner holds the following professional designations:

 

Accredited Asset Management Specialist (AAMS)

The Accredited Asset Management Specialist (AAMS) designation is awarded by the College of Financial Planning to students who:

  • successfully complete the self-study AAMSprogram;
  • pass the [mal examination; and
  • comply with the Code of Ethics, which includes agreeing to abide by the Standards of Professional Conduct and Terms and Conditions

The self-study program covers the asset management process; investors, policy and change; risk, return and investment performance; asset allocation and selection; investment strategies; taxation of investment products; investment opportunities for individual retirement; investment considerations for small business owners; executive compensation and benefit plans; insurance products for investment clients; estate planning; and regulatory and ethical issues.

Successful students receive a certificate and are granted a right to use the designation for a two-year period. Continued use of the AAMSdesignation is subject to ongoing renewal requirements. Every two years individuals must renew their right to continue using the AAMSdesignation by:

  • completing 16 hours of continuing education;
  • reaffirming to abide by the Standards of Professional Conduct, Terms and Conditions; and
  • paying a fee to continue using the designation.

Accredited Wealth Management Advisor (AWMA)

The Accredited Wealth Management Advisor(A WMA) designation is awarded by the College of Financial Planning to students who:

  • successfully complete the self-study AWMA  program;
  • pass the final examination; and
  • comply with the Code of Ethics, which includes agreeing to abide by the Standards of Professional Conduct and Terms and Conditions.

The self-study program provides advanced knowledge of asset management, allocation and selection; investment performance and strategies; and taxation issues pertaining to investments for a broad range of investors.

Successful students receive a certificate and are granted the right to use the designation for a two-year period. Continued use of the AWMA designation is subject to ongoing renewal requirements. Every two years individuals must renew their right to continue using the AWMA designation by:

  • completing 16 hours of continuing education;
  • reaffirming to abide by the Standards of Professional Conduct, Terms and Conditions; and
  • paying a biennial fee to continue using the designation.  
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck