Jeffery BracewellCRD Number: 3135449
Current Firm: Infinex Investments, Inc.
Jeffery Bracewell (CRD# 3135449) is an Investment Advisor Representative working at Infinex Investments, Inc. in Midlothian, VA and has over 19 years of experience in the finance industry.
Morse Capital Partners, LLC
Hornor, Townsend & Kent, Inc.
Financial Freedom Planners
|Infinex Investments, Inc.||Colonial Heights, VA||Apr 2012 - Current||5|
|Evb||Colonial Heights, VA||Dec 2011 - Current||6|
|Wells Fargo Advisors LLC||Richmond, VA||May 2009 - Dec 2011||2|
|Wachovia Bank, N.a.||Hopewell, VA||Jun 2002 - Dec 2011||9|
|Wachovia Securities, LLC||Hopewell, VA||Jun 2003 - May 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
|S66||NASAA Uniform Combined State Law Examination||Feb 2007|
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