Infinity Securities
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
212 9th St Ste 202, Oakland, California,...Phone Number
(510) 588-8000Website
www.infinitysecurities.comRevenue
$6.5 MillionIndustry
About Infinity Securities
Infinity Financial Services is a national hybrid broker-dealer and registered investment advisory firm that supports financial advisors with a range of services including asset management, brokerage, insurance, financial planning, and risk management. The company specializes in assisting wirehouse advisors transitioning to independence, regional advisors moving firms, and independent financial representatives across the nation. With a focus on modernized wealth management, Infinity provides advanced tools and a secure digital platform to enhance client interactions and streamline operations. Their goal is to empower financial advisors to spend more time advising clients while benefiting from comprehensive back-office support.Explore more
SIC Code 62,621NAICS Code 52,523Show moreInfinity Securities Org Chart
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Infinity Financial Services is a national hybrid broker-dealer and registered investment advisory firm that supports financial advisors with a range of services including asset management, brokerage, insurance, financial planning, and risk management. The company specializes in assisting wirehouse advisors transitioning to independence, regional ad... Read More