Infinity Financial Services

Infinity Financial Services (CRD# 144302) is a financial advisory firm headquartered in Oakland, CA. They manage $39,169,177 in 539 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    539
    ACCOUNTS
  • Average Account Value
    $72,670
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, TN, TX, VA, WA

Financial Advisors at Infinity Financial Services
Showing 1 - 10 of 25 top financial advisors.
1
James S. Simos
CRD#: 4530868
1624 Franklin Street, Suite 818, Oakland, CA 94612
96
Wealthminder
score

James Simos (CRD# 4530868) is an Investment Advisor Representative working at Infinity Financial Services in Oakland, CA and has over 14 years of experience in the finance industry. James Simos has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kevin C. Batstone
CRD#: 5833464
1624 Franklin Street, Suite 818, Oakland, CA 94612
93
Wealthminder
score

Kevin Batstone (CRD# 5833464) is an Investment Advisor Representative working at Infinity Financial Services in Oakland, CA and has over 5 years of experience in the finance industry.

3
William D. Becker
CRD#: 1987125
1624 Franklin Street, Suite 818, Oakland, CA 94612
93
Wealthminder
score

William Becker (CRD# 1987125) is an Investment Advisor Representative working at Infinity Financial Services in Oakland, CA and has over 25 years of experience in the finance industry.

4
Derek T. Fujikawa
CRD#: 3232775
1270 S. Winchester Blvd. Suite 100, San Jose, CA 95125
93
Wealthminder
score

Derek Fujikawa (CRD# 3232775) is an Investment Advisor Representative working at Infinity Financial Services in San Jose, CA and has over 17 years of experience in the finance industry.

5
Eugene M. Gurevich
CRD#: 5390919
1624 Franklin Street, Suite 818, Oakland, CA 94612
93
Wealthminder
score

Eugene Gurevich (CRD# 5390919) is an Investment Advisor Representative working at Infinity Financial Services in Oakland, CA and has over 9 years of experience in the finance industry.

6
Mario R. Reina
CRD#: 4397255
9883 Pacific Heights Blvd Suite C, San Diego, CA 92121
93
Wealthminder
score

Mario Reina (CRD# 4397255) is an Investment Advisor Representative working at Infinity Financial Services in San Diego, CA and has over 15 years of experience in the finance industry.

7
John M. Walling
CRD#: 1586153
Willis, TX
93
Wealthminder
score

John Walling (CRD# 1586153) is an Investment Advisor Representative working at Infinity Financial Services in Willis, TX and has over 29 years of experience in the finance industry.

8
Victor D. Jones
CRD#: 1733706
1624 Franklin Street, Suite 818, Oakland, CA 94612
91
Wealthminder
score

Victor Jones (CRD# 1733706) is an Investment Advisor Representative working at Infinity Financial Services in Oakland, CA and has over 26 years of experience in the finance industry. Victor Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Brian L. Biederman
CRD#: 1237596
1624 Franklin Street, Suite 818, Oakland, CA 94612
90
Wealthminder
score

Brian Biederman (CRD# 1237596) is an Investment Advisor Representative working at Infinity Financial Services in Oakland, CA and has over 32 years of experience in the finance industry. Brian Biederman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Dennis C. Ward
CRD#: 1210684
1624 Franklin Street, Suite 818, Oakland, CA 94612
90
Wealthminder
score

Dennis Ward (CRD# 1210684) is an Investment Advisor Representative working at Infinity Financial Services in Oakland, CA and has over 32 years of experience in the finance industry.

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