Financial ADVSR advisor directory · SEC adviser records
Infinity Financial Services Advisory financial advisors in Oakland, CA
Every SEC-registered investment adviser representative at a Infinity Financial Services Advisory office in Oakland, A to Z.
The short answer
27 registered advisors work at Infinity Financial Services Advisory in Oakland, out of 42 at the firm nationwide; it ranks number 2 in the city by advisors. 2 list the CFP designation and 22 are also registered broker representatives.
Infinity Financial Services Advisory advisors in Oakland, A to Z
Every Infinity Financial Services Advisory advisor →- Lisa G. ClaycombAlso a broker rep
- Mark C. DevitoAlso a broker rep
- Roger EscobarAlso a broker rep
- Gregory B. GilbertAlso a broker rep
- Douglas E. GrauAlso a broker rep
- Roscoe H. Harris IIIAlso a broker rep
- Ivan HenriquezInvestment adviser rep
- Michael L. HugAlso a broker rep
- Bradford S. JonesAlso a broker rep
- David A. LiberioAlso a broker rep
- Michael C. McKeanAlso a broker rep
- William S. MonstedAlso a broker rep
- Anthony OrozcoAlso a broker rep
- Aneta M. PalicaAlso a broker rep
- Elliott A. PeigenAlso a broker rep
- Aaron K. PhillipsAlso a broker rep
- Pietro PuducayAlso a broker rep
- Tom D. SciaraInvestment adviser rep
- Dwayne T. ShirakuraAlso a broker rep
- Randall W. SilveyAlso a broker rep
- Aaron C. StasulisAlso a broker rep
- Terry J. SzilasiChartered Financial Consultant
- John M. WallingAlso a broker rep
- Troy R. WillcoxInvestment adviser rep
- William O. WrightCertified Financial Planner · Also a broker rep
- John ZamboangaAlso a broker rep
- Yusi ZhangCertified Financial Planner
Infinity Financial Services Advisory advisors in every city and state →Infinity Financial Services Advisory: assets, clients and custodians →Advisor Moves: who changed firms this week →
Infinity Financial Services Advisory advisors in other cities
El Cajon, CA 2Austin, TX 1Cathedral City, CA 1Chula Vista, CA 1Cranford, NJ 1Fairfield, CT 1Harrisburg, PA 1Laguna Woods, CA 1Madison, CT 1Modesto, CA 1Riverside, CA 1Sacramento, CA 1South El Monte, CA 1
Other firms in Oakland
All Oakland advisors →Morgan Stanley 51Merrill Lynch, Pierce, Fenner & Smith Incorporated 23Charles Schwab & Co., Inc. 18Liberty Wealth Management, LLC 14J.P. Morgan Securities LLC 11Strategic Advisers LLC 9Wealth Enhancement Advisory Services, LLC 7State Farm Investment Management Corp. 6LPL Financial LLC 5Forusall 4Valic Financial Advisors, Inc. 4Vanguard Personalized Indexing Management 4
Questions
How many financial advisors does Infinity Financial Services Advisory have in Oakland?
27 investment adviser representatives are registered at Infinity Financial Services Advisory offices in Oakland, California, according to the SEC's Investment Adviser Public Disclosure records, out of 42 nationwide. 2 list the CFP designation and 22 are also registered as broker representatives.
Is Infinity Financial Services Advisory one of the largest advisor employers in Oakland?
Infinity Financial Services Advisory ranks number 2 in Oakland by registered advisors; Morgan Stanley has the most, with 51.
How do I check a Infinity Financial Services Advisory advisor in Oakland?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Infinity Financial Services Advisory office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.