Roscoe Herman Harris
Investment adviser representative at Infinity Financial Services Advisory
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Infinity Financial ServicesMar 2026 to now
- Infinity Financial Services AdvisoryMar 2026 to now
- Nylife Securities LLCMar 2025 to Jan 2026
- New York LifeOct 2024 to Jan 2026
- FreelanceAug 2023 to Oct 2024
- Charles SchwabJul 2021 to Jul 2023
- Stanford UniversitySep 2020 to Jun 2021
- Faludi DesignsJun 2020 to Aug 2020
- Stanford UniversitySep 2019 to May 2020
- Sequoia High SchoolJun 2019 to Aug 2019
- Stanford UniversitySep 2018 to May 2019
- Go DeedJun 2018 to Aug 2018
- Stanford UniversitySep 2017 to May 2018
- Abbott LaboratoriesJun 2017 to Aug 2017
- Science and Engineering MagnetAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
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
- 7946381
- Firm CRD
- 304981