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CFP
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CFP

William Wright

Infinity Financial Services Advisory
49 Years of Experience
Kapaa, HI
4 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

William Wright is a CFP-designated registered investment advisor at Infinity Financial Services Advisory, based in Kapaa, HI, with 49 years of industry experience. William 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.

Infinity Financial Services Advisory
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

Kapaa, HI

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
July 2014
Final
Employment Separation After Allegations
December 1996
Regulatory
May 1996
Final
Regulatory
February 1985
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

William is involved with Guidance Financial Consultants, Inc., offering fixed and life insurance products since 1982. This activity takes a few hours per week.

Employment History
Current Registrations
Infinity Financial Services Advisory
April 2020 - Present · 6 yrs 6 mos
Infinity Financial ServicesBroker
August 2015 - Present · 11 yrs 2 mos
Previous Registrations
Infinity Financial Services
January 2016 - December 2020 · 4 yrs 11 mos
Wall Street Financial Group, INC
February 2015 - June 2015 · 4 mos
Wall Street Financial Group, INC.Broker
February 2015 - June 2015 · 4 mos
Creative Financial Designs, INC.
December 2014 - January 2015 · 1 mo
Cfd Investments, INC.Broker
November 2014 - January 2015 · 2 mos
Girard Securities, INC.
December 2013 - July 2014 · 7 mos
Girard Securities, INC.
January 2011 - December 2013 · 2 yrs 11 mos
Girard Securities, INC.Broker
November 2010 - July 2014 · 3 yrs 8 mos
Sagepoint Financial, INC.
October 2005 - October 2010 · 5 yrs
Sagepoint Financial, INC.Broker
October 2005 - October 2010 · 5 yrs
Sentra Securities CORP
April 1998 - October 2005 · 7 yrs 6 mos
Sentra Securities CorporationBroker
April 1997 - October 2005 · 8 yrs 6 mos
Secura Investments, INC.Broker
May 1996 - April 1997 · 11 mos
Corporate Securities Group, INC.Broker
March 1996 - April 1996 · 1 mo
First Allied Securities, INC.Broker
January 1995 - February 1996 · 1 yr 1 mo
First Affiliated SecuritiesBroker
May 1989 - August 1995 · 6 yrs 3 mos
Guidance Financial Consultants, INC.
June 1987 - May 2014 · 26 yrs 11 mos
First Affiliated Securities, INC.Broker
December 1982 - May 1989 · 6 yrs 5 mos
Shearson Loeb Rhoades INC.Broker
October 1981 - June 1982 · 8 mos
First Mid-America INC.Broker
May 1981 - October 1981 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - March 1990 · 11 yrs 6 mos
Bache Halsey Stuart Shields IncorporatedBroker
September 1978 - May 1981 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
July 1976 - September 1978 · 2 yrs 2 mos
State Registrations5 states
HIKSMONMTX
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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