Michael Smith
Michael Smith is a registered investment advisor at Infinity Financial Services Advisory, based in Cedar Park, TX, with 16 years of industry experience. Michael 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
Cedar Park, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2023Other Business ActivitiesSells Insurance
Michael operates as an agent selling fixed insurance products through Smith Financial Group since 2001. He dedicates full-time hours to this business and is licensed in Texas.
Employment History
Current Registrations
Infinity Financial Services Advisory
Infinity Financial ServicesBroker
Previous Registrations
Titan Securities
Titan SecuritiesBroker
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations7 states
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
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