Advisor at Infinity Financial Services Advisory
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Infinity Financial Services Advisory
Location
Madison, CT
Credentials
Series 63
Industry experience
46 years
John Collins is a financial advisor with Infinity Financial Services Advisory, holding a Series 63 designation and 46 years of industry experience. He has been with Infinity Financial Services Advisory since 2020 and previously worked at Infinity Financial Services. Collins is also an independent insurance agent, focusing on disability, fixed annuities, life, accident, health, and long-term care insurance, dedicating part of his time to this business. Infinity Financial Services Advisory serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management and financial planning using a variety of analytical methods and investment strategies, with an integrated platform that includes affiliated broker-dealer and insurance activities.
Based on Infinity Financial Services Advisory
$10,000 - $99,999: $100,000 - $249,999: $250,000 - $499,999: $500,000 - $749,999: $750,000 - $1,249,999: $1,250,000 - $4,999,999: $5,000,000 - $24,999,999:
Account minimum: $10,000
Madison, CT
Connecticut
Infinity Financial Services Advisory
2020 - Present (6 years)
Infinity Financial Services
2016 - 2025 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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