Robert FradetteCRD Number: 1814975
Current Firm: Infinex Investments, Inc.
Robert Fradette (CRD# 1814975) is an Investment Advisor Representative working at Infinex Investments, Inc. in Mystic, CT and has over 26 years of experience in the finance industry. Robert Fradette has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Balanced Wealth Management, LLC
First Financial Advisory Services Inc.
Lansdowne Wealth Management, LLC
|Infinex Investments, Inc.||Brooksville, FL||Jul 2016 - Current||1|
|Chelsea Groton Financial Services, Inc./chelsea Groton Savings B||Norwich, CT||Jun 2000 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1992|
|S65||NASAA Investment Advisors Law Examination||Oct 1998|
Total Assets Under Management850MILLIONS
Total Number of Accounts4,472ACCOUNTS
Average Account Value$190,032
- 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, VI, VT, WA, WI, WV