Derek
Fujikawa

Infinity Financial Services Advisory

CRD#3232775
Investment Advisor
in Oakland, CA

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About this Advisor

Derek Fujikawa is a financial advisor working out of Oakland, California who has 3 years of relevant experience. Fujikawa works at Infinity Financial Services Advisory. Their career trajectory has included roles at Fujikawa & Associate, Cpa, Lpl Financial, Infinity Financial Services and Infinity Financial Services Advisory. Fujikawa holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in California. Infinity Financial Services Advisory is a financial advisory company headquartered in Oakland, CA. The firm has offices in 31 locations and a total of 36 financial advisors. It manages $118 million in assets under management among its 722 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 722 customer accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Infinity Financial Services Advisory provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on the services offered. However, fee types charged by Infinity Financial Services Advisory most likely consist of some blend of asset-based and hourly fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

212 9Th Street Suite 202
Oakland, CA 94607

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Infinity Financial Services Advisory Brokerage Details

Total Assets Under Management

$118,129,861

CA Average: $7,578,581,321
Total Number of Employees

36

CA Average: 43
Total Number of Accounts

722

CA Average: 3,727
Average Account Size

$163,615

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Derek Fujikawa Work History

Derek has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Infinity Financial Services Advisory

2014 - Present (10 years)

Infinity Financial Services

1997 - Present (27 years)

Fujikawa & Associate, Cpa

2009 - 2014 (5 years)

Lpl Financial

*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 Derek Fujikawa 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

Anna Marie Lovell
Oakland, CA
Yu Chen
Alhambra, CA
Douglas Grau
Nashville, TN
John Walling
Oakland, CA
Michael Holaday
La Mesa, CA
Andres Rubert
Arlington, VA
David Rookasin
Oakland, CA
Tony Tolene
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.

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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.

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