Randall
Silvey
Infinity Financial Services Advisory
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About this Advisor
Randall Silvey is a financial advisor who works in Oakland, California with a total of 3 years of relevant experience. Silvey works at Infinity Financial Services Advisory. Throughout their career, they have worked at Infinity Financial Services, Infinity Financial Services Advisory, Lpl Financial LLC, Bank Of The West and Bancwest Investment Services. Silvey has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California, Massachusetts, Missouri, Nevada, New Mexico, Oregon and Texas. Infinity Financial Services Advisory is a financial advisory firm headquartered in Oakland, CA. The investment advisory business has offices in 31 locations and a total of 36 advisors. It administers $118 million in assets between its 722 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 722 accounts, just 3% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The business offers a broad 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 largely vary depending on which service is offered. However, fees charged by Infinity Financial Services Advisory most likely are comprised 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
Randall Silvey Work History
Randall has been registered as a financial advisor for 3 years.*
Infinity Financial Services Advisory
Infinity Financial Services
Lpl Financial LLC
Bank Of The West
Bancwest Investment Services
*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 Randall Silvey 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
Oakland, CA
Arlington, VA
Oakland, CA
Oakland, CA
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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