Tony Alan Tolene

Employer firm

Infinity Financial Services Advisory CRD 304981

$174M regulatory AUM 19 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → 10/2016
  Lpl Financial Llc
  Harrisburg, PA
• 10/2016 → 06/2025
  Infinity Financial Services
  Oakland, CA
• 03/2020 → Present
  Infinity Financial Services Advisory
  Oakland, CA
• 02/2026 → Present
  Infinity Financial Services
  Oakland, CA

Previous Registrations

• 2016-10-19 → 2020-12-31
  Infinity Financial Services
  Harrisburg, PA
  Oakland, CA
  Oakland, CA
• 2013-12-18 → 2016-10-25
  Lpl Financial Llc
  Harrisburg, PA
  San Diego, CA
  Mechanicsburg, PA
• 2012-09-13 → 2013-12-19
  Pnc Wealth Management Llc
  Camp Hill, PA
  Enola, PA
  Camp Hill, PA
  Mechanicsburg, PA
  Camp Hill, PA
  Newport, PA
  Harrisburg, PA
  Harrisburg, PA
  Harrisburg, PA
  Harrisburg, PA
  Duncannon, PA
• 2012-05-08 → 2012-09-05
  Chase Investment Services Corp.
  New York, NY

Other Businesses

Golden Crown Home Care, Not Investment Related, 2601 N. Front St. Ste 103, Harrisburg, PA 17110, the nature of the other business: Elderly Home Care, Owner, July 2024, 10h/ weekly, none during trading hours, duties relating to the other business: Overseeing the care of my mother and hiring the correct person to care for her.

Exams

• S66 Uniform Combined State Law Examination
  2012-05-04
• S63 Uniform Securities Agent State Law Examination
  2010-01-14