Christopher Curtis, financial advisor Vernon CT
93 score

Christopher Curtis

CRD Number: 5479688
Current Firm: Infinex Investments, Inc.

Christopher Curtis (CRD# 5479688) is an Investment Advisor Representative working at Infinex Investments, Inc. in Vernon, CT and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
United Bank Vernon, CT Nov 2015 - Current 1
Infinex Investments, Inc. Meriden, CT Nov 2015 - Current 1
Lpl New Haven, CT Sep 2011 - Nov 2015 4
M3 Financial Glastonbury, CT Apr 2011 - Sep 2011 < 1
Prudential Insurance Co Of America Shelton, CT Jan 2008 - Apr 2011 3
Prudential Annuities Distributors, Inc. Shelton, CT Jan 2008 - Apr 2011 3
Everbank Middletown, CT Aug 2007 - Jan 2008 < 1
First Magnus Milford, CT Apr 2007 - Aug 2007 < 1
Unemployed Southington, CT Feb 2007 - Apr 2007 < 1
Mortgage Lenders Network Middletown, CT Sep 2002 - Jan 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2008
S65 NASAA Investment Advisors Law Examination Dec 2011
Contact Info for Christopher L. Curtis
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
93
Clean Record
This advisor has a clean track record with regulators.

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