Randall Silvey
Randall Silvey is a registered investment advisor at Infinity Financial Services Advisory, based in Oakland, CA, with 22 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 667 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFSA's annual portfolio management fees are based on the amount of your portfolio and range from 0.25% to 2.50%. The exact fee depends on the amount you invest. There is a minimum fee of 0.25% per year, but this may be waived at IFSA's discretion. In addition to the portfolio management fee, there is a monthly service and reporting fee that is the higher of 5 basis points of the account value or $100, both pro-rated for the number of active days in the billing cycle.
Location
212 9th Street, Suite 202, Oakland, CA, 94607
Get directionsHistory
Regulatory History (6)
Financial
January 2017Financial
January 2017Financial
January 2017Financial
December 2016Financial
June 2016Customer Dispute
June 2015Other Business Activities
Randall operates Silverlight Financial as a DBA, dedicating minimal time each month. He also owns Royal CBD, an online cannabidiol (CBD) sales business, spending minimal time in the evenings.
Employment History
Current Registrations
Infinity Financial Services Advisory
Infinity Financial ServicesBroker
Previous Registrations
Infinity Financial Services
LPL Financial LLC
LPL Financial LLCBroker
Bancwest Investment Services, INC.Broker
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Bancwest Investment Services, INC.
Bancwest Investment Services, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
Banc One Securities Corporation
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Painewebber INC.
UBS Painewebber INC.Broker
State Registrations18 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.