Advisor at Infinity Financial Services Advisory
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Firm
Infinity Financial Services Advisory
Location
Willis, TX
Credentials
Series 63, Series 65
Industry experience
38 years
John Walling is a financial advisor at Infinity Financial Services Advisory with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Infinity Financial Services since 2015 and its advisory division since 2020. Outside of advisory work, he is involved in insurance sales, holding full ownership in that business. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses with portfolio management, financial planning, and pension consulting services. The firm employs a mix of analytical methods and investment strategies, including discretionary management tailored to clients’ goals and risk tolerance.
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
Willis, TX
Texas
Infinity Financial Services Advisory
2020 - Present (6 years)
Infinity Financial Services
2015 - Present (11 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.
Series 63, Series 66
Montgomery, TX
Innova Capital Management, LLC
Series 63, Series 65
Conroe, TX
Gemini Estate Plan LLC
Series 66
Montgomery, TX
The Jacobs Financial Group
Series 63, Series 65
Conroe, TX
Artesa Financial Group
Series 65
Montgomery, TX
Fondren Oaks Capital Management
ChFC®, Series 65
Conroe, TX
Wootton Financial Group Inc
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