Umar Ali, financial advisor Harrisonburg VA
88 score

Umar Ali

CRD Number: 6404328
Current Firm: Infinex Investments, Inc.

Umar Ali (CRD# 6404328) is an Investment Advisor Representative working at Infinex Investments, Inc. in Harrisonburg, VA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investments, Inc. Meriden, CT Feb 2016 - Current 1
Blue Ridge Bank Harrisonburg, VA Jan 2016 - Current 1
Wells Fargo Advisors, LLC Harrisonburg, VA Sep 2014 - Jan 2016 1
Wells Fargo Bank Na Harrisonbug, VA May 2013 - Jan 2016 2
Hammond Insurance Services Harrisonburg, VA Jan 2008 - May 2013 5
Make Sense Dining LLC Harrisonburg, VA Aug 1999 - Nov 2009 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2014
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Umar F. Ali
Phone Number: 203-599-6000
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    580
    MILLIONS
  • Total Number of Accounts
    2,901
    ACCOUNTS
  • Average Account Value
    $199,891
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, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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