Abstract Architecture

Business Models

Business Models that Fit Your Style


Becoming affiliated with Infinity Financial Services enables you to team up with us in different ways:

  • Infinity Financial Services branded financial professional - you use our firm branding and leverage our well-established infrastructure–including our email services, business cards, and letterhead. Maintain your own office, or consider joining us in our offices in Oakland, California.

  • Independent "DBA" - you clear securities offered to your clients through Infinity. This arrangement allows you to maintain your own branding in the community.

  • Infinity Financial Services advisor/branch manager - in this dual role, you can consider bringing in-house representatives onboard to affiliate with us and grow your business.

Have another idea for how your career with us might look? We’re interested in creating working relationships that benefit both of us. Our compensation packages are attractive and competitive.


Opportunities for Entrepreneurial Financial Professionals


  • Significantly grow AUM; attract and retain clients

  • Offer a wider range of investment and risk management products

  • Increase fee and/or commission income

  • Leverage modern practice management technology

  • Collaborate with veteran managers who understand your challenges

  • Spend more time with clients and less time on administration

  • Access professional client communications and digital marketing services

  • Experience a speedy and seamless transition

  • Leave current employer without legal repercussions or restrictions

  • Achieve lifestyle and career goals