Michael C. Mckean
Professional summary
Michael Craig Mckean is a registered financial advisor currently at INFINITY FINANCIAL SERVICES ADVISORY located in Livermore, California and INFINITY FINANCIAL SERVICES located in Livermore, California.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Michael has worked at 15 firms and has passed the Series 63, Series 7TO, SIE, Series 15, Series 5, Series 7 and Series 3 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Craig Mckean's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 27, 2020 - Present
INFINITY FINANCIAL SERVICES ADVISORY
April 28, 2016 - Present
INFINITY FINANCIAL SERVICES
April 22, 2016 - December 31, 2020
INFINITY FINANCIAL SERVICES
January 23, 2009 - December 1, 2015
SECURITIES AMERICA ADVISORS, INC.
January 23, 2009 - December 1, 2015
SECURITIES AMERICA, INC.
March 24, 2006 - January 23, 2009
BRECEK & YOUNG ADVISORS, INC.
March 24, 2006 - January 23, 2009
BRECEK & YOUNG ADVISORS, INC.
September 27, 2005 - March 28, 2006
UNITED SECURITIES ALLIANCE, INC.
January 19, 2005 - March 28, 2006
UNITED SECURITIES ALLIANCE, INC.
December 9, 1999 - January 24, 2005
INTERVEST INTERNATIONAL EQUITIES CORPORATION
July 25, 1994 - November 12, 1997
OSAIC WEALTH, INC.
June 29, 1993 - December 31, 1993
CYPRESS CAPITAL CORPORATION
August 13, 1990 - July 17, 1991
LEHMAN BROTHERS INC.
June 27, 1989 - September 28, 1990
LASALLE ST SECURITIES, L.L.C.
June 6, 1988 - June 27, 1989
SUTRO & CO. INCORPORATED
May 14, 1988 - July 19, 1988
LEHMAN BROTHERS INC.
October 23, 1985 - May 14, 1988
E. F. HUTTON & COMPANY INC
September 24, 1984 - January 9, 1985
CONTISECURITIES, INC.
September 24, 1984 - October 15, 1985
THOMSON MCKINNON SECURITIES INC.
Primary Firm SEC Registration
INFINITY FINANCIAL SERVICES ADVISORY
CRD#: 304981 / SEC#: 801-117719
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/16/2016)
(4/27/2020)
Exams
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationSeries 15
Date: 5/24/1985
Foreign Currency Options ExaminationSeries 5
Date: 12/17/1984
Interest Rate Options ExaminationFINRA
Current Firm
INFINITY FINANCIAL SERVICES ADVISORY
CRD#: 304981 / SEC#: 801-117719
Contact information
SEC notice filing (45 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 918 |
| AUM (Assets Under Management) | $ 150,097,662 |
Red Flags
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