Lisa Gabel Claycomb
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.
Lisa Gabel Claycomb is an investment adviser representative with Infinity Financial Services Advisory in Ramona, CA, where they have been registered since 2020. They have worked in the securities industry since 2014 and were previously registered with Infinity Financial Services. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California and Florida.
Registrations & licenses
- Investment adviser:
- California, Florida
- Broker:
2 states and territories
California, Florida
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.
- Infinity Financial ServicesApr 2014 – no end date reportedOakland, CA
- Insurance AgentApr 2011 – no end date reportedRamona, CA
- Infinity Financial Services AdvisoryMar 2020 – no end date reportedOakland, 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
Showing 12 of 37 in the directory
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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. Lisa Gabel Claycomb 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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