GS
GS

Gurpreet Singh

10 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

2151 River Plaza Dr, Suite 320, Sacramento, CA, 95833

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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

Gurpreet is the COO of NihaLife Insurance and Financial Solutions, an insurance marketing organization, since 2019. This takes about half of Gurpreet's time, with some work occurring during trading hours.

Employment History
Current Registrations
Infinity Financial Services Advisory
June 2020 - Present · 5 yrs 8 mos
Infinity Financial ServicesBroker
October 2019 - Present · 6 yrs 4 mos
Previous Registrations
Infinity Financial Services
October 2019 - December 2020 · 1 yr 2 mos
Transamerica Financial Advisors, INC.
October 2016 - September 2019 · 2 yrs 11 mos
Transamerica Financial Advisors, INCBroker
November 2015 - September 2019 · 3 yrs 10 mos
State Registrations2 states
CAOR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.