Lisa
Claycomb
Infinity Financial Services Advisory
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About this Advisor
Lisa Claycomb is a financial advisor working out of Oakland, California with a total of 3 years of relevant experience. Claycomb is an employee of Infinity Financial Services Advisory. Claycomb has gained experience at Infinity Financial Services, Insurance Agent and Infinity Financial Services Advisory. Claycomb holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in California and Florida. Infinity Financial Services Advisory is an advisory firm operating out of Oakland, CA. The firm has offices in 31 locations and a total of 36 advisors. It controls $118 million in assets under management across its 722 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 722 accounts, just 3% are held by high-net-worth investors who have at least $1 million in assets. The firm performs a diverse assortment 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 typically are based on the services offered. However, fee types billed by Infinity Financial Services Advisory most likely include any 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
Lisa Claycomb Work History
Lisa has been registered as a financial advisor for 3 years.*
Infinity Financial Services Advisory
Infinity Financial Services
Insurance Agent
*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 Lisa Claycomb 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
Nashville, TN
Oakland, CA
Oakland, CA
Arlington, VA
Alhambra, CA
La Mesa, 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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