Patrick G. Mccliment-call
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Patrick Grant Mccliment-call, who also goes by Patrick Grant Call, Patrick Mccliment-call, Patrick Grant Mcclimentcall, was a registered financial professional .
Patrick is a previously registered financial professional and started their career in finance in 1998. Patrick had worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 6, 2021 - May 22, 2024
INFINITY FINANCIAL SERVICES ADVISORY
February 16, 2017 - December 31, 2020
INFINITY FINANCIAL SERVICES
February 10, 2017 - May 22, 2024
INFINITY FINANCIAL SERVICES
April 7, 2009 - August 15, 2016
U.S. BANCORP INVESTMENTS, INC.
April 7, 2009 - August 15, 2016
U.S. BANCORP INVESTMENTS, INC.
July 20, 2004 - April 7, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
July 20, 2004 - April 7, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
May 19, 2003 - July 27, 2004
WELLS FARGO INVESTMENTS, LLC
March 11, 2003 - July 27, 2004
WELLS FARGO INVESTMENTS, LLC
March 12, 2002 - March 13, 2003
EDWARD JONES
September 20, 1999 - December 20, 2001
CHARLES SCHWAB & CO., INC.
February 19, 1998 - July 1, 1999
UBS FINANCIAL SERVICES 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
Exams
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
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.
