Carol OsterhoutCRD Number: 1084501
Current Firm: Infinex Investments, Inc.
Carol Osterhout (CRD# 1084501) is an Investment Advisor Representative working at Infinex Investments, Inc. in Tampa, FL and has over 6 years of experience in the finance industry.
Lansdowne Wealth Management, LLC
First Financial Advisory Services Inc.
Sagepoint Financial, Inc.
|Infinex Investments, Inc.||Ft Myers, FL||Jun 2012 - Current||4|
|Finemark Bank||Ft Myers, FL||Sep 2011 - Current||5|
|Bb&t Investments||Charlotte, NC||Oct 2009 - Sep 2011||1|
|Colonial Brokerage, Inc.||Montgomery, AL||Jul 2003 - Sep 2009||6|
|Colonial Bank||Ft Myers, FL||Mar 2003 - Sep 2009||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2009|
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