Alyson ZibellCRD Number: 5984729
Current Firm: Infinex Investments, Inc.
Alyson Zibell (CRD# 5984729) is an Investment Advisor Representative working at Infinex Investments, Inc. in Watertown, CT and has over 2 years of experience in the finance industry.
Barron Financial Group, LLP
Halsey Associates Inc.
Kanner Financial Services LLC
|Infinex Investments, Inc.||Thomaston, CT||Sep 2011 - Current||5|
|Thomaston Savings Bank||Thomaston, CT||Feb 2008 - Current||8|
|Juran Institute||Southbury, CT||Jul 2007 - Dec 2007||< 1|
|3w & The Blue Bar||Litchfield, CT||Aug 2006 - Jul 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
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