Kevin O'connor, financial advisor Meriden CT
89 score

Kevin O'connor

CRD Number: 6089726
Current Firm: Infinex Investments, Inc.

Kevin O'connor (CRD# 6089726) is an Investment Advisor Representative working at Infinex Investments, Inc. in Meriden, CT 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 Jun 2012 - Current 4
Lyman Orchard Golf Club Middlefield, CT May 2007 - Jun 2012 5
Uconn Recreation Storrs, CT Sep 2008 - May 2012 3
Adidas Clinton, CT May 2010 - Dec 2010 < 1
Coginchaug High School Durham, CT Sep 2004 - Jun 2008 3
Lyman Orchards Middlefield, CT Aug 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Kevin M. O'connor
Phone Number: 203-599-6000
Registered State(s):
  • CT
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
89
Clean Record
This advisor has a clean track record with regulators.

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