Derrik Brown, financial advisor Jonestown PA
88 score

Derrik Brown

CRD Number: 6316280
Current Firm: Infinex Investments, Inc.

Derrik Brown (CRD# 6316280) is an Investment Advisor Representative working at Infinex Investments, Inc. in Jonestown, PA 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 Jan 2016 - Current < 1
Jonestown Bank & Trust Company Jonestown, PA Dec 2015 - Current 1
Bbtis Harrisburg, PA Nov 2015 - Dec 2015 < 1
Cetera Investment Advisers LLC Millersburg, PA Jul 2014 - Nov 2015 1
Cetera Investment Services LLC St.cloud, MN Mar 2014 - Nov 2015 1
Susquehanna Bank Millersburg, PA Jan 2014 - Nov 2015 1
Crump Life Insurance Services Harrisburg, PA Aug 2013 - Jan 2014 < 1
Unemployed Halifax, PA May 2013 - Aug 2013 < 1
Messiah College Mechanicsburg, PA May 2012 - May 2013 1
Messiah College Mechanicsburg, PA Aug 2010 - May 2013 2
Messiah College Mechanicsburg, PA May 2011 - Aug 2011 < 1
Isaac's Deli Harrisburg, PA Aug 2009 - Feb 2011 1
Harrisburg Area Community College Harrisburg, PA Aug 2009 - May 2010 < 1
Five Guy's Harrisburg, PA May 2009 - Aug 2009 < 1
Harrisburg Christian School Harrisburg, PA Mar 2004 - May 2009 5
Target Harrisburg, PA Jun 2008 - Sep 2008 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
S63 Uniform Securities State Law Examination Jun 2014
Contact Info for Derrik J. Brown
Phone Number: 203-599-6000
Registered State(s):
  • PA
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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