AdFi
RE

Robert Earl Holaday

Investment Adviser Representative at INFINITY FINANCIAL SERVICES ADVISORY

El Cajon, CACRD #1043463Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
43 yrs
States Registered
13 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Robert Earl Holaday has worked in the securities industry since 1983. They are registered to provide investment advisory services in 13 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 13 states
AlaskaArizonaCaliforniaColoradoDelawareFloridaMarylandNevadaNew MexicoOregonTennesseeTexasUtah
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 11/7/1986
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/18/1984
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/26/1983
Series 24
General Securities Principal Examination
Passed 2/16/1987

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$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

Firm-stated minimum; may be waived at the firm's discretion.

Source

Infinity Financial Services Advisory Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

INFINITY FINANCIAL SERVICES ADVISORYCurrent
3/2/2021El Cajon, CA
CENTAURUS FINANCIAL, INC.
12/21/20117/20/2012La Mesa, CA
ROYAL ALLIANCE ASSOCIATES, INC.
6/20/199612/19/2011La Mesa, CA
LINSCO/PRIVATE LEDGER CORP.
3/27/19906/25/1996Fort Mill, SC
KAVANAUGH SECURITIES, INC.
1/17/19904/5/1990Dallas, TX
SENTRA SECURITIES CORPORATION
3/13/19842/6/1990Phoenix, AZ
AMERICAN CAPITAL SECURITIES
11/17/19833/30/1984
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
1/27/198311/8/1983

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at INFINITY FINANCIAL SERVICES ADVISORY

Showing 12 of 37 in the directory

View INFINITY FINANCIAL SERVICES ADVISORY firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Earl Holaday 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.

Robert Earl Holaday - Financial Advisor in El Cajon, CA | AdvisorFinder