James Lubin (CRD# 1422319) is an Investment Advisor Representative working at Infiniti Wealth Management in Brewster, NY and has over 38 years of experience in the finance industry.
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 1483428
Abbington Investment Group, LLC
CRD# 6865326
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Hill Private Wealth Management | Brewster, NY | Sep 2016 - Current | 7 |
| Infiniti Wealth Management | Brewster, NY | Sep 2016 - Current | 7 |
| Lehman Brothers Inc. | New York, NY | Jun 1999 - Current | 24 |
| Cboe | New York, NY | Jul 2011 - Apr 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1985 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2011 |
- NY
-
Total Assets Under Management141MILLIONS
-
Total Number of Accounts547ACCOUNTS
-
Average Account Value$258,360
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT, FL, NH, NJ, NY, TX
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