Jessica McCordCRD Number: 5283627
Current Firm: Infinex Investments, Inc.
Jessica McCord (CRD# 5283627) is an Investment Advisor Representative working at Infinex Investments, Inc. in San Antonio, TX and has over 8 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Infinex Investments, Inc.||Meriden, CT||May 2014 - Current||2|
|Swbc Investment Services||San Antonio, TX||Dec 2009 - May 2014||4|
|Investment Professionals, Inc.||San Antonio, TX||Jan 2007 - Nov 2009||2|
|Select Staff Valero||San Antonio, TX||Aug 2005 - Jan 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2008|
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