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Evan James Grace

Infinity Capital Securities, LLC

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About Evan James Grace

Evan Grace is a financial professional with experience in the securities industry. Evan holds the Series 63, Series 79, Series 24, and SIE licenses. Evan is currently registered with Infinity Capital Securities, LLC in Oklahoma. Prior to joining Infinity Capital Securities, LLC, Evan worked at Waypoint Securities, LLC. Evan has been in the securities industry for over 5 years.

Firm Information

Evan Grace is currently registered with Infinity Capital Securities, LLC. Infinity Capital Securities, LLC is a Limited Liability Company formed in Oklahoma on April 6, 2018. The firm is registered with the SEC and the state of Oklahoma.

Not reported

Assets Under Management

Not reported

Total Clients

10

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.

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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Evan Grace’s Registration & Firm History

OK

07/23/2018 - Present

Infinity Capital Securities, LLC (Oklahoma City OK)

WI

04/27/2018 - 08/24/2018

WAYPOINT SECURITIES, LLC (SUN PRAIRIE WI)

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Licenses & Designations

BC

Issued 07/03/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/27/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/26/2018

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Evan James Grace.
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