David Liberio is a registered investment advisor at Infinity Financial Services Advisory, based in Oakland, CA. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 657 clients with $170M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
657 clients
Average Client Portfolio
$265K average
Assets Under Management
$174.0M
Fee Structure
Investment management only (planning not offered)
Infinity Financial Services Advisory charges a fee for portfolio management based on the value of your portfolio, though the exact percentage rates are not specified in the available text.
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Location
212 9th Street, Suite 202, Oakland, CA, 94607
Get directionsHistory
Regulatory History (1)
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Financial
February 2020Final
Employment History
Current Registrations
Infinity Financial Services Advisory
July 2026 - Present · 3 mos
Infinity Financial ServicesBroker
December 2025 - Present · 10 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
November 2023 - December 2023 · 1 mo
State Registrations1 state
CA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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