Gurpreet
Singh
Infinity Financial Services Advisory
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About this Advisor
Gurpreet Singh is a financial advisor working out of Sacramento, California with 3 years of relevant experience. Singh works at Infinity Financial Services Advisory. Throughout their career, Singh has worked at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Caltrans, Single Family Rental Home, Hife College Consultant, Infinity Financial Services, Niha Life Insurance And Financial Solutions and Infinity Financial Services Advisory. Singh has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Infinity Financial Services Advisory is a registered investment company that has its headquarters in Oakland, CA. The investment advisory business has offices in 31 locations and a total of 36 financial advisors. It has $118 million in assets under management among its 722 customer accounts, placing it among the mid-sized investment advisory firms in the country 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 investable assets. Infinity Financial Services Advisory performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees usually vary depending on which services the firm provides the client. However, fee types charged by Infinity Financial Services Advisory may include some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Gurpreet Singh Work History
Gurpreet has been registered as a financial advisor for 3 years.*
Infinity Financial Services
Niha Life Insurance And Financial Solutions
Infinity Financial Services Advisory
Transamerica Financial Advisors, Inc
Hife College Consultant
World Financial Group, Inc
Caltrans
Single Family Rental Home
*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 Gurpreet Singh 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
Arlington, VA
La Mesa, CA
Nashville, TN
Oakland, CA
Oakland, CA
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.
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