Grace Mccasland is a registered investment advisor, based in Austin, TX, with 4 years of industry experience.
Location
3711 S Mopac Expy, Suite 150, Austin, TX, 78746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Grace sells fixed insurance products as part of financial planning, dedicating about a quarter of her time to this. She is also an Investment Advisor Representative at 49 Wealth Management, LLC, spending nearly full-time hours on comprehensive financial planning and advice.
Employment History
Current Registrations
Oakwood Capital Securities, INC.Broker
49 Financial
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
State Registrations1 state
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