Luke Robichaud, financial advisor Redding CT
96 score

Luke Robichaud

CRD Number: 3129460
Current Firm: Infinex Investments, Inc.

Luke Robichaud (CRD# 3129460) is an Investment Advisor Representative working at Infinex Investments, Inc. in Redding, CT and has over 17 years of experience in the finance industry. Luke Robichaud 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.

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Professional Designations
Company Name Location Dates Years
Infinex Investments, Inc. Meriden, CT Sep 2013 - Current 3
Hartford Life Distributors, LLC Radnor, PA Dec 2012 - May 2013 < 1
Unemployment Lexington, KY May 2012 - Dec 2012 < 1
Fifth Third Asset Management Cincinnati, OH Apr 2002 - May 2012 10
Bisys Fund Services Limited Partnership Cincinnati, OH Feb 2006 - May 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1999
S65 NASAA Investment Advisors Law Examination May 2006
Contact Info for Luke Robichaud
Phone Number: 203-599-6000
Registered State(s):
  • CT
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
96
Clean Record
This advisor has a clean track record with regulators.

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