Infinity Financial Services Advisory
Infinity Financial Services Advisory (CRD# 304981) is a financial advisory firm headquartered in Oakland, CA. They manage $145,046,777 in 901 accounts and serve the financial needs of clients across 45 states (or territories).
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Total Assets Under Management145MILLION
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Total Number of Accounts901ACCOUNTS
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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
Gregory Lebbert (CRD# 1386859) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Oakland, CA and has over 38 years of experience in the finance industry.
Anna Marie Lovell (CRD# 5498414) is an Investment Advisor Representative working at Infinity Financial Services Advisory in La Jolla, CA and has over 16 years of experience in the finance industry.
Patrick McCliment-Call (CRD# 2993060) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Spokane Valley,, WA and has over 26 years of experience in the finance industry.
Michael McKean (CRD# 1197246) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Oakland, CA and has over 39 years of experience in the finance industry.
William Monsted (CRD# 1980128) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Oakland, CA and has over 34 years of experience in the finance industry.
Elliott Peigen (CRD# 2017355) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Ooltewah, TN and has over 34 years of experience in the finance industry.
Aaron Phillips (CRD# 1779418) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Oakland, CA and has over 36 years of experience in the finance industry.
Mario Reina (CRD# 4397255) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Oakland, CA and has over 22 years of experience in the finance industry.
Donald Rogers (CRD# 402705) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Chula Vista, CA and has over 24 years of experience in the finance industry.
David Rookasin (CRD# 5760016) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Oakland, CA and has over 14 years of experience in the finance industry.