Avi Crane
Investment adviser representative at Infinity Financial Services Advisory
16 yearsExperience
1 stateRegistered in
$174MFirm assets
6 yearsFirm in business
Are you Avi Crane? Claim your profile
Contact this firm
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
16 years in the industry.
- Infinity Financial ServicesJul 2026 to now
- Infinity Financial Services AdvisoryNov 2025 to now
- Alpha Innovation PartnersJul 2025 to now
- N/aJan 2025 to Jun 2025
- DebtmericaMay 2021 to Mar 2022
- Transamerica Financial Advisors, Inc.May 2018 to Dec 2024
- Moulton Ranch Iii Board of DirectorsDec 2017 to Sep 2020
- Rimon Consulting Group, Inc.Feb 2017 to Dec 2024
- World Financial Group, Inc.Nov 2016 to Dec 2024
- AmazonSep 2016 to Jan 2017
- LyftApr 2016 to Dec 2016
- Vista ResearchMay 2011 to Apr 2018
- GuidepointFeb 2010 to Apr 2018
- Gerson Lehram GroupJan 2010 to Apr 2018
- Avicado ConsultingJan 2010 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6947883
- Firm CRD
- 304981