Elliott
Peigen
Infinity Financial Services Advisory
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About this Advisor
Elliott Peigen is a financial advisor based in Oakland, California, working with Infinity Financial Services Advisory. Elliott has previously held positions at Next Financial Group, Inc, Investors Capital Corporation, Infinity Financial Services, and Infinity Financial Services Advisory. Elliott has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Tennessee. Currently, Elliott is part of Infinity Financial Services Advisory, which operates out of Oakland, California. The firm has 33 offices and 37 employees. The firm manages assets totaling $145.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Infinity Financial Services Advisory includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Infinity Financial Services Advisory Brokerage Details
$145,046,777
37
901
$160,984
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Elliott Peigen Work History
Infinity Financial Services Advisory
Infinity Financial Services
Investors Capital Corporation
Next Financial Group, Inc
Disclosures
Please visit the SEC profile of Elliott Peigen 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
Oakland, CA
Oakland, CA
Oakland, CA
Oakland, CA
Oakland, CA
Oakland, CA
Oakland, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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