Halina Durso, financial advisor Port Townsend WA
93 score

Halina Durso

CRD Number: 5523415
Current Firm: Infinex Investments, Inc.

Halina Durso (CRD# 5523415) is an Investment Advisor Representative working at Infinex Investments, Inc. in Port Townsend, WA and has over 8 years of experience in the finance industry.

Similar Advisors
Alice Rhodes, financial advisor Port Townsend WA
Alice Rhodes
CRD# 2766191
A.l. Rhodes Personal Financial Advisors LLC
Score
103
Similar Advisors
Randall Wall, financial advisor Port Townsend WA
Randall R. Wall
CRD# 4015381
Penn Cove Financial, LLC
Score
101
Similar Advisors
Ryan McDaniel, financial advisor Port Townsend WA
Ryan S. McDaniel
CRD# 5622320
Chaney Capital Management Inc.
Score
98
Company Name Location Dates Years
Infinex Investments, Inc. Sequim, WA Jul 2016 - Current < 1
First Federal Of Port Angeles Port Angeles, WA Aug 2015 - Current 1
Lpl Financial, LLC Sequim, WA May 2014 - Aug 2015 1
Nylife Securities LLC Tacoma, WA Sep 2011 - May 2014 2
New York Life Insurance Company Tacoma, WA Aug 2011 - May 2014 2
Bankers Life & Casualty University Place, WA Jun 2010 - Aug 2011 1
Morgan Stanley Smith Barney Seattle, WA Jun 2009 - Jun 2010 1
Morgan Stanley & Company Inc. Seattle, WA Apr 2008 - Jun 2009 1
Windermere Mortgage Services Seattle, WA Nov 2007 - Apr 2008 < 1
Westcorp Mortgage Group The Dalles, OR Jul 2007 - Nov 2007 < 1
Commercial Investment Trust (cit) Livingston, NJ Feb 2006 - Jun 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Halina Durso
Phone Number: 203-599-6000
Registered State(s):
  • WA
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

Ready to hire a financial advisor? Get competitive proposals from Halina Durso and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.