Guy Adamson, financial advisor Midlothian VA
93 score

Guy Adamson

CRD Number: 1097237
Current Firm: Infinex Investments, Inc.

Guy Adamson (CRD# 1097237) is an Investment Advisor Representative working at Infinex Investments, Inc. in Midlothian, VA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investments, Inc. Colonial Heights, VA Jul 2010 - Current 6
Bank Of Mckenney Colonial Heights, VA Dec 2007 - Current 9
Waterford Investor Services Clearwater, FL Jan 2010 - Jul 2010 < 1
Cbs Advisors LLC Richmond, VA Jan 2008 - Jul 2010 2
Community Bankers Securities Richmond, VA Dec 2007 - Dec 2009 2
Bi Investments, LLC Glen Allen, VA Mar 2004 - Nov 2007 3
Eastern Virginia Bankshares Investments Gloucester Point, VA Mar 2004 - Nov 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1983
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for Guy N. Adamson
Phone Number: 203-599-6000
Registered State(s):
  • VA
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
93
Clean Record
This advisor has a clean track record with regulators.

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