AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
GL

Graham B. Lewallen

INFINITY CAPITAL SECURITIES
Oklahoma City, OK 73103
Some features on this profile are disabled
CRD#: 7685885
GL

Professional summary

Graham Bennett Lewallen is a registered financial professional currently at INFINITY CAPITAL SECURITIES, LLC located in Oklahoma City, Oklahoma.

Graham is registered as a RR (Registered Representative) and started their career in finance in 2023. Graham has worked at 1 firm and has passed the Series 63, Series 79TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Graham Bennett Lewallen's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 17, 2023 - Present

INFINITY CAPITAL SECURITIES, LLC

Office #1: 201 Nw 10th Street Suite 200, Oklahoma City, OK 73103
BD
CRD#: 296886
Oklahoma City, OK

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Oklahoma
(5/18/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 5/18/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 4/17/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/13/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

IC
INFINITY CAPITAL SECURITIES, LLC
INFINITY CAPITAL SECURITIES, LLC

CRD#: 296886 / SEC#: , 8-70115

BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
201 Nw 10th Street Suite 200, Oklahoma City, OK 73103
Mailing Address
201 Nw 10th Street Suite 200, Oklahoma City, OK 73103
Phone number
(405) 400-8977
Established
Oklahoma since 04/06/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
INFINITY CAPITAL, LLCHOLDING COMPANY
LEE, CHRISTOPHER JMANAGING MEMBER, CCO, EXECUTIVE REP, CFO, FINOP6310635
VAHLBERG, BRYAN WILLIAMMANAGING MEMBER6829746

Red Flags

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.

Company Information

INFINITY CAPITAL SECURITIES, LLC

CRD#: 296886Oklahoma City, OK 73103

TRUST BUT VERIFY

Monitor Graham Lewallen

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Ann Benjamin Zuraw
Ann ZurawAdvisorCheck Check Mark
ZURAW FINANCIAL ADVISORS, LLC
IAR
Greensboro, NC
Kevin Joseph Ruth
Kevin RuthAdvisorCheck Check Mark
RAYMOND JAMES & ASSOCIATES, INC.
PR
ST. PETERSBURG, FL
MN
Michael NealAdvisorCheck Check Mark
RAYMOND JAMES & ASSOCIATES, INC.
PR
ST. PETERSBURG, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.