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Mark Christopher Devito

Infinity Financial Services Advisory

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About Mark Christopher Devito

Mark Christopher Devito is a financial advisor with Infinity Financial Services Advisory. Mark has been working in the financial services industry since 2006. Mark has experience providing financial planning services to individuals and corporations. Mark is also a Registered Representative of Infinity Financial Services Advisory and is licensed in Colorado, Illinois, and Michigan.

Firm Information

Mark Devito is currently registered with Infinity Financial Services Advisory. Infinity Financial Services Advisory is an investment advisory firm based in Oakland, CA. The firm has over 30 years of experience providing financial planning, pension consulting, and portfolio management services to individuals, corporations, and other entities. Infinity Financial Services Advisory manages over $145 million in assets and has a strong track record of success. The firm is committed to providing its clients with personalized attention and customized investment solutions.
Infinity Financial Services Advisory

212 9TH STREET

OAKLAND, CA 94607

$145.05M

Assets Under Management

13

Total Clients

34

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Devito’s Registration & Firm History

CA

01/23/2023 - Present

Infinity Financial Services Advisory (OAKLAND CA)

IL

06/30/2017 - 01/04/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DEER PARK IL)

IL

03/25/2017 - 07/07/2017

MML INVESTORS SERVICES, LLC (DOWNERS GROVE IL)

IL

07/10/2015 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (BUFFALO GROVE IL)

IL

11/08/2010 - 07/09/2015

ALLSTATE FINANCIAL SERVICES, LLC (BARRINGTON IL)

IL

06/06/2006 - 10/25/2010

AXA ADVISORS, LLC (DEERFIELD IL)

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Licenses & Designations

BOTH

Issued 07/06/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/25/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/05/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Mark Christopher Devito. Review regulatory record here.
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