John Walling (CRD# 1586153) 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.
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 | Sep 2020 - Current | 3 |
| Infinity Financial Services | Oakland, CA | Dec 2015 - Current | 8 |
| Fsc Securities Corporation | Willis, TX | Mar 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1987 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2003 |
- TX
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Total Assets Under Management145MILLIONS
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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
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