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RH

Robert E. Holaday

INFINITY FINANCIAL SERVICES ADVISORY
El Cajon, CA 92020
Some features on this profile are disabled
CRD#: 1043463
RH

Professional summary

Robert Earl Holaday, who also goes by Bob Holaday, Robert E Holaday, Robert Earl Holaday Jr, is a registered financial advisor currently at INFINITY FINANCIAL SERVICES ADVISORY located in El Cajon, California and INFINITY FINANCIAL SERVICES located in El Cajon, California.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Robert has worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bob Holaday | Robert E Holaday | Robert Earl Holaday Jr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OWNER, HOLADAY FINANCIAL AND INSURANCE SERVICES, 2340 TAMPA AVE. SUITE H, El CAJON, CA 92020. NON INVESTMENT RELATED SINCE 06/2008 AND I SPEND APPROX. 5 HOURS PER MONTH ON THIS ACTIVITY. FIXED INSURANCE. FOR BRANDING PURPOSES ONLY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Earl Holaday's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 2, 2021 - Present

INFINITY FINANCIAL SERVICES ADVISORY

Office #1: 1010 Pioneer Way, El Cajon, CA 92020
RIA
CRD#: 304981
El Cajon, CA
Current

August 16, 2012 - Present

INFINITY FINANCIAL SERVICES

Office #1: 1010 Pioneer Way, El Cajon, CA 92020
BD
CRD#: 144302
El Cajon, CA
Past

December 21, 2011 - July 20, 2012

CENTAURUS FINANCIAL, INC.

BD
CRD#: 30833
LA MESA, CA
Past

June 20, 1996 - December 19, 2011

OSAIC WEALTH, INC.

BD
CRD#: 23131
LA MESA, CA
Past

March 27, 1990 - June 25, 1996

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

January 17, 1990 - April 5, 1990

KAVANAUGH SECURITIES, INC.

BD
CRD#: 10606
DALLAS, TX
Past

March 13, 1984 - February 6, 1990

SENTRA SECURITIES CORPORATION

BD
CRD#: 10249
PHOENIX, AZ
Past

November 17, 1983 - March 30, 1984

AMERICAN CAPITAL SECURITIES

BD
CRD#: 13606
Past

January 27, 1983 - November 8, 1983

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

BD
CRD#: 5774

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IF
INFINITY FINANCIAL SERVICES ADVISORY
FERRIER FINANCIAL | TRI VALLEY WEALTH MANAGEMENT | STERLING FIRST FINANCIAL | SMITH FINANCIAL GROUP | SILVERLIGHT FINANCIAL | SAOR FINANCIAL | PROVIDENCE FINANCIAL MANAGEMENT | ONELINK FINANCIAL SERVICES | MYZ FINANCIAL | MEDINA PRIVATE WEALTH | LOVELL WEALTH MANAGEMENT | LGC FINANCIAL | JONES CAPITAL MANAGEMENT | INFINITY FINANCIAL SERVICES ADVISORY | HOLADAY FINANCIAL | GUIDANCE FINANCIAL | GILBERT GREG RIA, LLC

CRD#: 304981 / SEC#: 801-117719

RIA
Registered Investment Advisory firm - (12/5/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alaska
(11/24/2014)
RR
Arizona
(10/5/2012)
RR
California
(8/16/2012)
IAR
California
(3/2/2021)
RR
Colorado
(9/28/2018)
RR
Delaware
(12/7/2012)
RR
Florida
(10/12/2012)
RR
Maryland
(4/7/2017)
RR
Nevada
(10/11/2012)
RR
New Mexico
(10/15/2012)
RR
Oregon
(10/30/2012)
RR
Tennessee
(6/12/2023)
RR
Texas
(12/5/2012)
RR
Utah
(9/25/2012)

Exams

State Security Law Exam
RR
Series 63
Date: 11/7/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/18/1984
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/26/1983
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/16/1987
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

IF
INFINITY FINANCIAL SERVICES ADVISORY
FERRIER FINANCIAL | TRI VALLEY WEALTH MANAGEMENT | STERLING FIRST FINANCIAL | SMITH FINANCIAL GROUP | SILVERLIGHT FINANCIAL | SAOR FINANCIAL | PROVIDENCE FINANCIAL MANAGEMENT | ONELINK FINANCIAL SERVICES | MYZ FINANCIAL | MEDINA PRIVATE WEALTH | LOVELL WEALTH MANAGEMENT | LGC FINANCIAL | JONES CAPITAL MANAGEMENT | INFINITY FINANCIAL SERVICES ADVISORY | HOLADAY FINANCIAL | GUIDANCE FINANCIAL | GILBERT GREG RIA, LLC

CRD#: 304981 / SEC#: 801-117719

RIA
Registered Investment Advisory firm - (12/5/2019 Approved)
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Contact information

Main Address
212 9th Street Suite 202, Oakland, CA 94607
Mailing Address
Phone number
(510) 588-8000
Established
Firm type
Fiscal year end
# of Employees
36

SEC notice filing (45 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/28/2025)
ADV 2A APPENDIX WRAP BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts918
AUM (Assets Under Management)$ 150,097,662

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INFINITY FINANCIAL SERVICES ADVISORY

CRD#: 304981El Cajon, CA 92020

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