Raymond Perry, financial advisor Pomfret Center CT

Raymond Perry

CRD Number: 360708
Current Firm: Infinex Investments, Inc.

Raymond Perry (CRD# 360708) is an Investment Advisor Representative working at Infinex Investments, Inc. in Pomfret Center, CT and has over 35 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Putnam Savings Bank Putnam, CT Oct 2004 - Current 15
Infinex Investments, Inc. Putnam, CT Oct 2004 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
Contact Info for Raymond R. Perry
Phone Number: 203-599-6000
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    1,355
    MILLIONS
  • Total Number of Accounts
    5,839
    ACCOUNTS
  • Average Account Value
    $232,144
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, IA, 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

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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