Randall W. Silvey
Professional summary
Randall W Silvey, who also goes by Randall Wray Silvey, Randy Silvey, is a registered financial advisor currently at INFINITY FINANCIAL SERVICES ADVISORY located in Lees Summit, Missouri and INFINITY FINANCIAL SERVICES located in Lees Summit, Missouri.
Randall is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Randall has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Randall W Silvey's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 16, 2020 - Present
INFINITY FINANCIAL SERVICES ADVISORY
March 16, 2017 - Present
INFINITY FINANCIAL SERVICES
March 16, 2017 - December 31, 2020
INFINITY FINANCIAL SERVICES
August 16, 2013 - March 21, 2017
LPL FINANCIAL LLC
August 16, 2013 - March 21, 2017
LPL FINANCIAL LLC
April 19, 2011 - August 27, 2013
BANCWEST INVESTMENT SERVICES, INC.
April 19, 2011 - August 27, 2013
BANCWEST INVESTMENT SERVICES, INC.
December 1, 2009 - April 18, 2011
U.S. BANCORP INVESTMENTS, INC.
December 1, 2009 - April 18, 2011
U.S. BANCORP INVESTMENTS, INC.
September 18, 2006 - November 19, 2009
BANCWEST INVESTMENT SERVICES, INC.
August 12, 2006 - November 19, 2009
BANCWEST INVESTMENT SERVICES, INC.
July 27, 2005 - August 12, 2006
INVEST FINANCIAL CORPORATION
July 26, 2005 - August 12, 2006
INVEST FINANCIAL CORPORATION
July 6, 2005 - July 8, 2005
CHASE INVESTMENT SERVICES CORP.
July 6, 2005 - July 8, 2005
CHASE INVESTMENT SERVICES CORP.
April 5, 2005 - July 6, 2005
BANC ONE SECURITIES CORPORATION
March 31, 2005 - July 6, 2005
BANC ONE SECURITIES CORPORATION
February 10, 2003 - June 12, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 10, 2003 - June 12, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 11, 2002 - January 29, 2003
UBS FINANCIAL SERVICES INC.
October 26, 2001 - January 29, 2003
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
(7/25/2017)
(3/16/2017)
(3/16/2017)
(4/17/2020)
(3/16/2017)
(3/16/2017)
(3/16/2017)
(3/16/2017)
(3/16/2017)
(5/15/2020)
(6/15/2023)
(6/20/2018)
(4/10/2017)
(3/15/2021)
(10/21/2021)
(10/21/2021)
(3/16/2017)
(4/29/2020)
(3/16/2017)
(11/3/2021)
(3/16/2017)
(4/16/2020)
(4/13/2017)
(3/16/2017)
Exams
FINRA
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.
