Infinity Financial Services

Infinity Financial Services (CRD# 144302) is a financial advisory firm headquartered in Oakland, CA. They manage $96,324,633 in 430 accounts and serve the financial needs of clients across 36 states (or territories).

By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    430
    ACCOUNTS
  • Average Account Value
    $224,011
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, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, TN, TX, VA, WA, WI

Financial Advisors at Infinity Financial Services
Showing 1 - 10 of 40 top financial advisors.
1
Eugene M. Gurevich
CRD#: 5390919
212 9th Street, Suite 202, Oakland, CA 94607
96
Wealthminder
score

Eugene Gurevich (CRD# 5390919) is an Investment Advisor Representative working at Infinity Financial Services in Oakland, CA and has over 10 years of experience in the finance industry. Eugene Gurevich 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
Victor D. Jones
CRD#: 1733706
212 9th Street, Suite 202, Oakland, CA 94607
96
Wealthminder
score

Victor Jones (CRD# 1733706) is an Investment Advisor Representative working at Infinity Financial Services in Oakland, CA and has over 27 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.

3
James S. Simos
CRD#: 4530868
212 9th Street, Suite 202, Oakland, CA 94607
96
Wealthminder
score

James Simos (CRD# 4530868) is an Investment Advisor Representative working at Infinity Financial Services in Oakland, CA and has over 15 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.

4
William D. Becker
CRD#: 1987125
212 9th Street, Suite 202, Oakland, CA 94607
93
Wealthminder
score

William Becker (CRD# 1987125) is an Investment Advisor Representative working at Infinity Financial Services in Oakland, CA and has over 27 years of experience in the finance industry.

5
Derek T. Fujikawa
CRD#: 3232775
212 9th Street, Suite 202, Oakland, CA 94607
93
Wealthminder
score

Derek Fujikawa (CRD# 3232775) is an Investment Advisor Representative working at Infinity Financial Services in Oakland, CA and has over 18 years of experience in the finance industry.

6
Douglas E. Grau
CRD#: 5736878
212 9th Street, Suite 202, Oakland, CA 94607
93
Wealthminder
score

Douglas Grau (CRD# 5736878) is an Investment Advisor Representative working at Infinity Financial Services in Oakland, CA and has over 8 years of experience in the finance industry.

7
Mario R. Reina
CRD#: 4397255
212 9th Street, Suite 202, Oakland, CA 94607
93
Wealthminder
score

Mario Reina (CRD# 4397255) is an Investment Advisor Representative working at Infinity Financial Services in Oakland, CA and has over 16 years of experience in the finance industry.

8
Amy M. Sheesley
CRD#: 4937209
Washington, DC
93
Wealthminder
score

Amy Sheesley (CRD# 4937209) is an Investment Advisor Representative working at Infinity Financial Services in Washington, DC and has over 12 years of experience in the finance industry.

9
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 30 years of experience in the finance industry.

10
Tonya S. White
CRD#: 6056138
212 9th Street, Suite 202, Oakland, CA 94607
93
Wealthminder
score

Tonya White (CRD# 6056138) is an Investment Advisor Representative working at Infinity Financial Services in Oakland, CA and has over 6 years of experience in the finance industry.

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