Lisa Claycomb (CRD# 6354652) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Oakland, CA and has over 9 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Infinity Financial Services Advisory | Oakland, CA | Mar 2020 - Current | 4 |
| Infinity Financial Services | Oakland, CA | Apr 2014 - Current | 10 |
| Insurance Agent | Ramona, CA | Apr 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- CA
- FL
-
Total Assets Under Management145MILLIONS
-
Total Number of Accounts901ACCOUNTS
-
Average Account Value$160,984
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, WA, WI
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