Gurpreet Singh
Investment Adviser Representative at Infinity Financial Services Advisory
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Gurpreet Singh is an investment adviser representative with Infinity Financial Services Advisory in Sacramento, CA, where they have been registered since 2020. They have worked in the securities industry since 2015 and have been registered with 3 firms, including Infinity Financial Services and Transamerica Financial Advisors, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
- Broker:
2 states and territories
California, Oregon
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Transamerica Financial Advisors, IncFeb 2015 – Sep 2019Elk Grove, CA
- World Financial Group, Inc.May 2013 – Sep 2019Elk Grove, CA
- HIFE College ConsultantDec 2015 – Sep 2019Greenwood Village, CO
- Infinity Financial ServicesSep 2019 – no end date reportedOakland, CA
- Niha Life Insurance and Financial SolutionsSep 2019 – no end date reportedElk Grove, CA
- Infinity Financial Services AdvisorySep 2019 – no end date reportedSacramento, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Infinity Financial Services Advisory
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Firm account minimum
- $10,000
- $10,000 - $99,999—
- $100,000 - $249,999—
- $250,000 - $499,999—
- $500,000 - $749,999—
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Asset management, brokerage, insurance, financial planning, benefits planning, and risk management, along with advisor transition support, back-office support, and customized practice management solutions.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 37
- Offices listed on AdvisorFinder:
- 14
- Main office:
- Oakland, CA
- SEC file number:
- 801-117719
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 26, 2026
View full firm profileOther advisors at Infinity Financial Services Advisory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gurpreet Singh has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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