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
Andres Rubert (CRD# 5269169) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Arlington, VA and has over 17 years of experience in the finance industry.
Dwayne Shirakura (CRD# 3067210) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Oakland, CA and has over 25 years of experience in the finance industry.
Randall Silvey (CRD# 4457477) 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.
Gurpreet Singh (CRD# 6459445) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Sacramento, CA and has over 8 years of experience in the finance industry.
Michael Smith (CRD# 4455394) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Cedar Park, TX and has over 22 years of experience in the finance industry.
Aaron Stasulis (CRD# 2901990) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Oakland, CA and has over 16 years of experience in the finance industry.
Tony Tolene (CRD# 5730068) 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.
Thomas Vigil (CRD# 3269058) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Oakland, CA and has over 24 years of experience in the finance industry.
John Walling (CRD# 1586153) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Willis, TX and has over 36 years of experience in the finance industry.
William Wright (CRD# 824766) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Oakland, CA and has over 44 years of experience in the finance industry.