Patricia Respess, financial advisor Edenton NC

Patricia Respess

CRD Number: 4295098
Current Firm: Infinex Investments, Inc.

Patricia Respess (CRD# 4295098) is an Investment Advisor Representative working at Infinex Investments, Inc. in Edenton, NC and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investments, Inc. Meriden, CT Jul 2020 - Current 2
Southern Bank And Trust Edentin, NC Jul 2020 - Current 2
Bb&t Plymouth, NC Jan 2019 - Jul 2020 1
Bb&t Securities, LLC Richmond, VA Jan 2018 - Jul 2020 2
Bb&t Williamston, NC Apr 1986 - Jan 2019 32
Bb&t Investment Services, Inc. Charlotte, NC Mar 2006 - Jan 2018 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S65 NASAA Investment Advisors Law Examination May 2005
Contact Info for Patricia B. Respess
Phone Number: 203-599-6000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    2,835
    MILLIONS
  • Total Number of Accounts
    9,010
    ACCOUNTS
  • Average Account Value
    $314,620
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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