Sanjay Puri (CRD# 7070869) is an Investment Advisor Representative working at Infinity Wealthcare, LLC in Cumming, GA and has over 5 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 1742325
Edward Jones
CRD# 5828415
Ajax Capital Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Amdocs Inc. | Alpharetta, GA | May 2017 - Current | 7 |
| Amdocs Inc. | Alpharetta, GA | Nov 2015 - May 2017 | 1 |
| Amdocs Inc. | Alpharetta, GA | Jun 2011 - Nov 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2019 |
- GA
- TX
-
Total Assets Under Management13MILLIONS
-
Total Number of Accounts43ACCOUNTS
-
Average Account Value$295,400
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
GA, TX
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