Richard Ferraro, financial advisor Urbanna VA
93 score

Richard Ferraro

CRD Number: 3174570
Current Firm: Infinex Investments, Inc.

Richard Ferraro (CRD# 3174570) is an Investment Advisor Representative working at Infinex Investments, Inc. in Urbanna, VA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investments, Inc. Gloucester Point, VA Jun 2008 - Current 8
Bi Investments, LLC Glen Allen, VA Aug 2004 - Current 12
Evb Investments Gloucester Point, VA Oct 2003 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S66 NASAA Uniform Combined State Law Examination Nov 2003
Contact Info for Richard J. Ferraro
Phone Number: 203-599-6000
Registered State(s):
  • VA
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
93
Clean Record
This advisor has a clean track record with regulators.

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