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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Kurt Phillips is a Registered Representative and Investment Advisor Representative for Infinity Financial Services Advisory. Aaron has been in the financial services industry since 1993. Aaron holds the Series 7, Series 24, Series 63 and Series 65 licenses and has experience working with a range of clients including high-net-worth individuals, corporations, and other businesses. Prior to joining Infinity Financial Services Advisory, Aaron worked at Foothill Securities, Inc., First Allied Securities, Inc., Round Hill Securities, Inc., Lindsco/Private Ledger Corp., and Royal Alliance Associates, Inc. Aaron specializes in providing financial planning and investment management services to individuals, families, and businesses. Aaron's services include investment management, retirement planning, college savings planning, and estate planning. Aaron is dedicated to providing his clients with personalized financial advice and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
CA
01/01/2025 - Present
Infinity Financial Services Advisory (OAKLAND CA)
CA
05/20/2013 - 09/28/2016
FOOTHILL SECURITIES, INC. (San Francisco CA)
CA
06/13/2005 - 07/02/2012
FIRST ALLIED SECURITIES, INC. (SAN RAMON CA)
CA
01/31/1996 - 06/13/2005
ROUND HILL SECURITIES, INC. (ALAMO CA)
SC
06/21/1994 - 02/17/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
AZ
04/05/1993 - 10/06/1994
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
FL
02/25/1991 - 12/31/1991
WORLD INVEST CORPORATION (DEERFIELD BEACH FL)
NA
01/19/1988 - 02/01/1989
POWER SECURITIES CORPORATION
IA
Issued 05/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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