Anna Marie
Lovell
Infinity Financial Services Advisory
Answer a few questions and
get matched with an advisor.
About this Advisor
Anna Marie Lovell is a financial advisor based in Oakland, California, who has 3 years of relevant experience. Lovell is on the advisory team at Infinity Financial Services Advisory. Lovell has gained experience at Fsc Securities Corporation and Infinity Financial Services. Lovell has Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to work in California and Texas. Infinity Financial Services Advisory is a financial advisory firm headquartered in Oakland, CA. The firm has offices in 31 locations and a total of 36 employees. It oversees $118 million in assets among its 722 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 722 client accounts, just 3% belong to high-net-worth individuals who have more than $1 million in assets. Infinity Financial Services Advisory performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically depend on the services offered. Fees charged by Infinity Financial Services Advisory most likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Infinity Financial Services Advisory Brokerage Details
$118,129,861
36
722
$163,615
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Anna Marie Lovell Work History
Anna Marie has been registered as a financial advisor for 3 years.*
Infinity Financial Services
Fsc Securities Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anna Marie Lovell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Infinity Financial Services Advisory
Oakland, CA
Nashville, TN
La Mesa, CA
Oakland, CA
Oakland, CA
Arlington, VA
Alhambra, CA
Oakland, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
