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) 588-8000

Revenue

$6.5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Infinity Securities

Infinity Financial Services is a national hybrid broker-dealer and SEC registered investment advisory firm that supports independent financial advisors. It offers a comprehensive range of services, including asset management, brokerage, insurance, financial planning, and risk management. The firm specializes in assisting wirehouse advisors transitioning to independence and provides robust back-office solutions for financial representatives nationwide. Infinity aims to empower advisors to focus more on client interactions and less on operational tasks through advanced technology and digital tools.Explore more
Infinity Securities's Social MediaPopular SearchesINFINITY SECURITIES IncInfinity Financial ServicesInfinity FinancialInfinity Financial Services LLCInfinite Securities LLCSIC Code 62,621NAICS Code 52,523Show more

Infinity Securities Org Chart

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Chief Executive Officer

PhoneEmail
Sandra Marshall, President at Infinity Securities
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President

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Infinity Securities

$6.5M
11-50
Private
-
2007
$7.6M
11-50
Private
-
1962
JB
James BoneTeam Member
$6.3M
11-50
Private
-
1997
$5.2M
11-50
Private
-
2020
JB
Jodie BickelManager, Marketing
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
11-50
Private
-
1987
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Infinity Securities is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Infinity Securities is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Infinity Securities.

Infinity Securities Tech Stack

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Frequently Asked Questions Regarding Infinity Securities

What is Infinity Securities's official website?
Infinity Securities's official website is www.infinitysecurities.com
What is Infinity Securities's Revenue?
Infinity Securities's revenue is $6.5 Million
What is Infinity Securities's SIC code?
Infinity Securities's SIC: 62,621
What is Infinity Securities's NAICS code?
Infinity Securities's NAICS: 52,523
How many employees does Infinity Securities have?
Infinity Securities has 11-50 employees
What industry does Infinity Securities belong to?
Infinity Securities is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Infinity Securities competition?
Infinity Securities top competitors include: Reynolds Wealth Management, Chronos Wealth Management, Everest Wealth, ML&R Wealth Management
What technology does Infinity Securities use?
Some of the popular technologies that Infinity Securities uses are: DoubleClick, Google Universal Analytics, Sentry, Connectifier
How do I contact Infinity Securities?
Infinity Securities contact info: Phone number: (510) 588-8000 Website: www.infinitysecurities.com
What does Infinity Securities do?

Infinity Financial Services is a national hybrid broker-dealer and SEC registered investment advisory firm that supports independent financial advisors. It offers a comprehensive range of services, including asset management, brokerage, insurance, financial planning, and risk management. The firm specializes in assisting wirehouse advisors transiti... oning to independence and provides robust back-office solutions for financial representatives nationwide. Infinity aims to empower advisors to focus more on client interactions and less on operational tasks through advanced technology and digital tools.Read More

What are Infinity Securities social media links?
Infinity Securities Linkedin page Infinity Securities Twitter page Infinity Securities Facebook page
Is Infinity Securities a public company?
Infinity Securities is private company therefore does not currently have an official ticker symbol
See more information about Infinity Securities

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