Abstract Building

Partner With Us and Transition to True Independence

Why Financial Professionals Join Infinity


Our flexible independent experience is built for financial professionals seeking the right balance of freedom and support. We offer a smooth transition to our firm, practice models that fit your style, and veteran managers who have your back.*    


Customized Transition Experience


Every financial professional's practice is different, so we tailor the transition process to fit your unique needs. Tell us your 
business vision and we'll deliver the most efficient way to move accounts using our leading-edge Infinity Virtual Office technology
platform and concierge transition support. What takes other firms months to accomplish, takes our experienced transition team only
a couple of weeks.

Concierge-Guided Transition Speed and Support


We work closely with you to make the process of moving your practice to Infinity quick and straightforward. We’re advisors
ourselves, so we understand your needs. Our goal is to make the transition experience as smooth and cost-efficient as possible.
We offer online document repapering with electronic signatures to expedite the account opening and administration processes.  
You will be pleased with our level of support as you begin an exciting new phase of your career.

*All candidates must meet minimum requirement of FINRA Series 6 and 63 licenses.

Start-Up Strategies for Success

Downloadable PDF Click Here

Hear from Financial Professionals Who Have Joined Infinity

Lisa Claycomb, JD, CLTC, CFP®AAMS

Lisa retired from a 30-year career as a lawyer to become a retirement planning strategist for seniors.


Peter Karp

Peter needed a broker-dealer and didn't want a large Wall Street firm. He chose to work with Infinity.


David Rookasin

After a decade with large wire house firms, David shifted to an independent advisory model.

(888) 888-5321

Copyright © 2020 Infinity Financial Services. All Rights Reserved.


212 9th Street, Suite 202

Oakland, CA 94607

(888) 888-5321

(510) 588-8000



Infinity Financial Services and Infinity Financial Services Advisory are two separate companies.  Infinity Financial Services is a member of the Financial Industry Regulatory Authority (FINRA®) and the Securities Investor Protection Corporation (SIPC). Infinity Financial Services Advisory is registered with the U.S. Securities and Exchange Commission (SEC).  Infinity Financial Services and Infinity Financial Services Advisory do not conduct investment advisory or securities business in states that are not currently registered. For a list of current state registrations, call 888-888-5321.