Andrew L. Zorovich

INFINITY TAX & FINANCIAL PLANNING

HUNTSVILLE, AL 35801

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CRD#: 2753501

Professional summary

Andrew Lawrence Zorovich is a registered financial advisor currently at INFINITY TAX & FINANCIAL PLANNING located in Huntsville, Alabama.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Andrew has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

licensed insurance agent with Infinity Largo, LLC owner and is a Tax Preparer for Infinity Accounting and Tax Services, Inc

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Lawrence Zorovich's 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

November 4, 2024 - Present

INFINITY TAX & FINANCIAL PLANNING

Office #1: 200 Clinton Ave West Suite 701, Huntsville, AL 35801

RIA

CRD#: 23131

SCOTTSDALE, AZ

Past

February 12, 1999 - December 2, 2002

PRIME CAPITAL SERVICES, INC.

CRD#: 18334

POUGHKEEPSIE, NY

Past

August 1, 1996 - February 23, 1999

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

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.

Highlighted states indicate IAR registrations

IAR

Alabama
(11/12/2024)

IAR

Florida
(12/6/2024)

IAR

Georgia
(12/9/2024)

IAR

Texas
(11/4/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/17/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/27/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/31/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/25/1996

General Securities Principal Examination

Current Firm

INFINITY TAX & FINANCIAL PLANNING

INFINITY INVESTMENT ADVISORS LLC | INFINITY TAX & FINANCIAL PLANNING

CRD#: 332590 / SEC#:

Alabama

Registered Investment Advisory firm - (11/12/2024 Approved)

Florida

Registered Investment Advisory firm - (12/6/2024 Approved)

Georgia

Registered Investment Advisory firm - (12/9/2024 Approved)

Texas

Registered Investment Advisory firm - (9/11/2024 Conditional Restricted)

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Contact information

Main Address

200 Clinton Ave West Suite 701, Huntsville, AL 35801

Mailing Address

Phone number

(256) 527-4214

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	197
AUM (Assets Under Management)	$ 31,098,201

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.

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Firm Stability Insights

Andrew L. Zorovich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Lawrence Zorovich's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

AMERICAN PORTFOLIOS ADVISORS, INC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

QA3 FINANCIAL LLC

QA3 FINANCIAL CORP.

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

PRIME CAPITAL SERVICES, INC.

OSAIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/17/2003

Series 63

Date: 8/27/1996

SIE

Date: 10/1/2018

Series 7

Date: 7/31/1996

Series 24

Date: 9/25/1996

Current Firm

INFINITY TAX & FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INFINITY TAX & FINANCIAL PLANNING

TRUST BUT VERIFY

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