Infinity Financial Services

Infinity Financial Services is a national hybrid broker-dealer and registered investment advisory firm that supports independent financial advisors with back-office systems, compliance support and practice management. Most of its work is with advisors rather than the public: wirehouse advisors moving to independence, regional advisors changing firms, and independent representatives across the country. The firm offers asset management, brokerage, insurance, financial and benefits planning, and risk management through its advisors.

The firm is based in Oakland, with its address listed on Ninth Street, and it says it also has branch offices around the U.S. Advisors can join directly, work through a branch, or form their own independent branch, and can use Infinity's name or their own branded DBA. Prospective advisors are invited to book a confidential call and demonstration with the president and CEO, Gregory B. Gilbert, CFP.