Elliott Arthur Peigen

Infinity Financial Services Advisory

35 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Infinity Financial Services Advisory

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

Location

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

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History

Regulatory History (1)

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Employment Separation After Allegations

November 2014

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Elliott has been an independent insurance agent since 1990, selling fixed annuities and life insurance. This activity requires minimal time.

Employment History

Current Registrations

Infinity Financial Services Advisory

April 2020 - Present · 5 yrs 10 mos

Infinity Financial ServicesBroker

July 2016 - Present · 9 yrs 7 mos

Previous Registrations

Infinity Financial Services

July 2016 - December 2020 · 4 yrs 5 mos

Investors Capital Advisory

March 2015 - July 2016 · 1 yr 4 mos

Investors Capital CORP.Broker

February 2015 - July 2016 · 1 yr 5 mos

Next Financial Group, INC.

August 2006 - December 2014 · 8 yrs 4 mos

Next Financial Group, INC.Broker

June 2005 - December 2014 · 9 yrs 6 mos

Jefferson Pilot Securities CorporationBroker

March 2004 - June 2005 · 1 yr 3 mos

First Tennessee Brokerage, INC.Broker

July 2002 - March 2004 · 1 yr 8 mos

A. G. Edwards & Sons, INC.Broker

December 1994 - August 2002 · 7 yrs 8 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

July 1990 - December 1994 · 4 yrs 5 mos

Chubb Securities CorporationBroker

April 1990 - July 1990 · 3 mos

Planned Investments INC.Broker

January 1990 - March 1990 · 2 mos

Anchor National Financial Services, INC.Broker

December 1989 - December 1989 · 0 mos

State Registrations4 states

ALFLGATN

AdvisorBrokerBoth

Exams

No exam information available for this advisor.