JW
JW

John Mckinley Walling

38 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
667 clients
Average Client Portfolio
$225K average
Assets Under Management
$150.1M

Fee Structure

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Location

212 9th Street, Suite 202, Oakland, CA, 94607

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is involved in insurance sales and spends minimal time on this activity. He has 100% ownership.

Employment History
Current Registrations
Infinity Financial Services Advisory
December 2020 - Present · 5 yrs 2 mos
Infinity Financial ServicesBroker
January 2016 - Present · 10 yrs 1 mo
Previous Registrations
Infinity Financial Services
December 2015 - December 2020 · 5 yrs
Fsc Securities Corporation
March 2012 - December 2015 · 3 yrs 9 mos
Fsc Securities CorporationBroker
March 2012 - December 2015 · 3 yrs 9 mos
Next Financial Group, INC.Broker
March 2008 - February 2012 · 3 yrs 11 mos
Next Financial Group, INC.
March 2008 - February 2012 · 3 yrs 11 mos
Capital Financial Services, INC.Broker
October 2005 - March 2008 · 2 yrs 5 mos
Capital Financial Services, INC.
October 2005 - March 2008 · 2 yrs 5 mos
Empire Investment Advisors. INC
January 2004 - October 2005 · 1 yr 9 mos
Empire Financial Group, INC.Broker
November 2003 - October 2005 · 1 yr 11 mos
Freedom Financial, INC.Broker
January 2003 - November 2003 · 10 mos
Thrivent Investment Management INC.Broker
June 1987 - January 2003 · 15 yrs 7 mos
State Registrations3 states
MITNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
John Mckinley Walling - Financial Advisor | TrueAdvisor