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Randall W Silvey

Investment adviser representative at Infinity Financial Services Advisory
13 yearsExperience
7 statesRegistered in
$174MFirm assets
6 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

13 years in the industry.

  1. Infinity Financial Services AdvisoryMar 2020 to now
  2. Infinity Financial ServicesMar 2017 to now
  3. LPL Financial LLCAug 2013 to Mar 2017

Exams passed

  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 7 states (CA, MA, MO, NM, NV, OR, TX).

Infinity Financial Services Advisory

Legal name: Gilbert Greg Ria, LLC

$174MAssets managed
657Clients
37Advisers
6 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4457477
Firm CRD
304981
Advisor's SEC record (opens in a new tab)
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