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Infinity Financial Services
- Investing
- Oakland, CA
About this business
Specialties Equity & Fixed Income Management Real Estate Financing/Refinancing Equity Stock Options Retirement Asset Management History Established in 2003. Infinity Financial Services was founded in Oakland, CA, by Greg Gilbert and James Simos. Greg and James are both investment advisors with many years of training and experience, as well as a vision for creating an investment firm that truly focuses on helping individuals examine their lives and aspirations--then working with them to achieve their goals in a way they m... read more
Location details
1624 Franklin St #818, Ste 818, Oakland, CA, 94612, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Great people, great technology, best place I've ever worked!
Per the Wall Street Journal article, dated 8/29/2029, "regulatory information displayed by the SEC at adviserinfo.sec.gov shows that 17 current Infinity employees have disciplinary or legal histories....Among them, five have been fined, censured or suspended since 2015 by Finra. Regulators disciplined those advisers for practices including allegedly forging signatures, mismarking trade orders and engaging in unauthorized trading. None of the advisers admitted or denied Finra’s findings. Ten were terminated by former firms fo... read more
Frequently asked questions about Infinity Financial Services
How is Infinity Financial Services rated?
Infinity Financial Services has a 2.7 star rating with 6 reviews.
When is Infinity Financial Services open?
Infinity Financial Services is closed now. It will open tomorrow at 9:00 a.m.
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