Lisa RancourtCRD Number: 4595422
Current Firm: Infinex Investments, Inc.
Lisa Rancourt (CRD# 4595422) is an Investment Advisor Representative working at Infinex Investments, Inc. in Meriden, CT and has over 13 years of experience in the finance industry.
Barron Financial Group, LLP
Sagepoint Financial, Inc.
|Rockville Bank||South Windsor, CT||Jun 2013 - Current||3|
|Infinex Investments, Inc.||South Windsor, CT||Jun 2013 - Current||3|
|Santander Securities LLC||Guaynabo, PR||Sep 2012 - Jun 2013||< 1|
|Sovereign Bank||South Windsor, CT||Feb 1979 - Jun 2013||34|
|Lpl Financial Corporation||South Windsor, CT||May 2008 - Sep 2012||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
|S63||Uniform Securities State Law Examination||Jan 2003|
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
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