Bradley Wallace
Professional Summary
Bradley Wallace, who also goes by Bradley G Wallace, Bradley Garrett Wallace, Bradley Wallace, is a registered financial advisor currently at INFINITY PRIVATE WEALTH located in Oklahoma City, Oklahoma. Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Bradley has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bradley G Wallace, Bradley Garrett Wallace, Bradley Wallace
Similar Advisors
FINALIS SECURITIES LLC
J. W. COLE ADVISORS, INC.
NVEST FINANCIAL, LLC
PFS INVESTMENTS INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
FINALIS SECURITIES LLC
J. W. COLE ADVISORS, INC.
NVEST FINANCIAL, LLC
PFS INVESTMENTS INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
FINALIS SECURITIES LLC
J. W. COLE ADVISORS, INC.
NVEST FINANCIAL, LLC
PFS INVESTMENTS INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
FINALIS SECURITIES LLC
J. W. COLE ADVISORS, INC.
NVEST FINANCIAL, LLC
PFS INVESTMENTS INC.
Years of Experience
11 years in the financial services industry
Current & Past Employments
Similar Advisors
FINALIS SECURITIES LLC
J. W. COLE ADVISORS, INC.
NVEST FINANCIAL, LLC
PFS INVESTMENTS INC.
Current Firm
INFINITY PRIVATE WEALTH | INFINITY PRIVATE WEALTH, LLC
Contact Information
Main Address
499 W Sheridan Ave Suite 1210, Oklahoma City, OK 73102Phone Number
(405) 400-8977# of Employees
2Documents
Similar Advisors
FINALIS SECURITIES LLC
J. W. COLE ADVISORS, INC.
NVEST FINANCIAL, LLC
PFS INVESTMENTS INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
FINALIS SECURITIES LLC
J. W. COLE ADVISORS, INC.
NVEST FINANCIAL, LLC
PFS INVESTMENTS INC.
State Registrations and Notice Filings
(1/29/2026)
(5/11/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 2015About the Series 6 examSimilar Advisors
FINALIS SECURITIES LLC
J. W. COLE ADVISORS, INC.
NVEST FINANCIAL, LLC
PFS INVESTMENTS INC.
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Wallace's CRS (Customer Relationship Summary).
Similar Advisors
FINALIS SECURITIES LLC
J. W. COLE ADVISORS, INC.
NVEST FINANCIAL, LLC
PFS INVESTMENTS INC.
