Brian Maners, financial advisor Midlothian VA
89 score

Brian Maners

CRD Number: 6233294
Current Firm: Infinex Investments, Inc.

Brian Maners (CRD# 6233294) is an Investment Advisor Representative working at Infinex Investments, Inc. in Midlothian, VA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investments, Inc. Meriden, CT Jun 2014 - Current 2
Bank Of America, N.a. Greensboro, NC Jan 2014 - Jun 2014 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensboro, NC Jul 2013 - Jun 2014 < 1
Bank Of America Greensboro, NC Jan 2012 - Jul 2013 1
Woodforest National Bank Thomasville, NC Apr 2005 - Jan 2012 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Brian M. Maners
Phone Number: 203-599-6000
Registered State(s):
  • NC
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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