Kevin BarryCRD Number: 1861115
Current Firm: Infinex Investments, Inc.
Kevin Barry (CRD# 1861115) is an Investment Advisor Representative working at Infinex Investments, Inc. in Meriden, CT and has over 16 years of experience in the finance industry.
Barron Financial Group, LLP
Sagepoint Financial, Inc.
|Infinex Investments, Inc.||Meriden, CT||Feb 2014 - Current||2|
|Brookline Bank||Medford, MA||Feb 2014 - Current||2|
|Salem Five Cent Savings Bank||Salem, MA||Aug 2013 - Feb 2014||< 1|
|Lpl||Salem, MA||Aug 2013 - Feb 2014||< 1|
|Stoneham Savings Bank||Stoneham, MA||Mar 2001 - Aug 2013||12|
|Infinex Investments, Inc.||Farmington, CT||Mar 2001 - Aug 2013||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2000|
|S65||NASAA Investment Advisors Law Examination||Oct 2000|
Total Assets Under Management580MILLIONS
Total Number of Accounts2,901ACCOUNTS
Average Account Value$199,891
- 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
- Selection of other advisers (including private fund managers)
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