Alan C. Barber
Professional summary
Alan Coston Barber, who also goes by Alan Coston Barber Sr, Alan Coston Barber, is a registered financial professional currently at INFINITY FINANCIAL SERVICES located in Oakland, California.
Alan is registered as a RR (Registered Representative) and started their career in finance in 1995. Alan has worked at 4 firms and has passed the Series 63, Series 6TO, Series 7TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Alan Coston Barber's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 22, 2025 - Present
INFINITY FINANCIAL SERVICES
Office #1: 212 9th Street Suite 202, Oakland, CA 94607January 22, 2022 - December 31, 2024
PFS INVESTMENTS INC.
July 4, 2020 - December 31, 2021
PFS INVESTMENTS INC.
May 9, 2001 - June 26, 2018
AVANTAX INVESTMENT SERVICES, INC.
October 6, 1998 - May 10, 2001
THE LEADERS GROUP, INC.
December 21, 1995 - September 9, 1998
AVANTAX INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/22/2025)
(8/22/2025)
(8/22/2025)
(8/22/2025)
Exams
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationSeries 7TO
Date: 1/2/2023
General Securities Representative ExaminationFINRA
Current Firm
INFINITY FINANCIAL SERVICES
CRD#: 144302 / SEC#: , 8-67647
Contact information
FINRA licenses (48 States and Territories)
Disclosures
| Regulatory Event | 3 |
Red Flags
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