Infinex Investments, Inc.

Infinex Investments, Inc. (CRD# 35371) is a financial advisory firm headquartered in Meriden, CT. They manage $1,703,641,841 in 7,422 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,704
    MILLION
  • Total Number of Accounts
    7,422
    ACCOUNTS
  • Average Account Value
    $229,539
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Infinex Investments, Inc.
Showing 1 - 10 of 538 top financial advisors.
1
Charles J. Abboud
CRD#: 1774605
4041 Essen Lane, Suite 400, Baton Rouge, LA 70809

Charles Abboud (CRD# 1774605) is an Investment Advisor Representative working at Infinex Investments, Inc. in Baton Rouge, LA and has over 26 years of experience in the finance industry. Charles Abboud has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Nathaniel W. Adams
CRD#: 5703267
23725 Us Highway 27, Lake Wales, FL 33859

Nathaniel Adams (CRD# 5703267) is an Investment Advisor Representative working at Infinex Investments, Inc. in Lake Wales, FL and has over 7 years of experience in the finance industry.

3
Tracy N. Adams
CRD#: 4412486
1030 W Norton Ave., Muskegon, MI 49441

Tracy Adams (CRD# 4412486) is an Investment Advisor Representative working at Infinex Investments, Inc. in Muskegon, MI and has over 10 years of experience in the finance industry.

4
Guy N. Adamson
CRD#: 1097237
200 Johnson Creek Dr, Chester, VA 23836

Guy Adamson (CRD# 1097237) is an Investment Advisor Representative working at Infinex Investments, Inc. in Chester, VA and has over 37 years of experience in the finance industry.

5
Steven W. Aiken
CRD#: 3227646
24 State Route 25, Meredith, NH 03253

Steven Aiken (CRD# 3227646) is an Investment Advisor Representative working at Infinex Investments, Inc. in Meredith, NH and has over 19 years of experience in the finance industry.

6
Dexter K. Albrecht
CRD#: 6433662
2300 S. Columbia Rd, Grand Forks, ND 58201

Dexter Albrecht (CRD# 6433662) is an Investment Advisor Representative working at Infinex Investments, Inc. in Grand Forks, ND and has over 5 years of experience in the finance industry.

7
Vita Allan
CRD#: 6094218
12681 Creekside Drive, Fort Myers, FL 33919

Vita Allan (CRD# 6094218) is an Investment Advisor Representative working at Infinex Investments, Inc. in Fort Myers, FL and has over 7 years of experience in the finance industry.

8
Jimmy D. Allen
CRD#: 2987468
2620 East Sunshine, Springfield, MO 65686

Jimmy Allen (CRD# 2987468) is an Investment Advisor Representative working at Infinex Investments, Inc. in Springfield, MO and has over 22 years of experience in the finance industry.

9
Brian J. Allsop
CRD#: 2027636
259 Turnpike St, Canton, MA 02021

Brian Allsop (CRD# 2027636) is an Investment Advisor Representative working at Infinex Investments, Inc. in Canton, MA and has over 30 years of experience in the finance industry.

10
David Anderson
CRD#: 6546058
Chandler, IN 47610

David Anderson (CRD# 6546058) is an Investment Advisor Representative working at Infinex Investments, Inc. in Chandler, IN, Newburgh, IN, Boonville, IN, Lynnville, IN and Evansville, IN and has over 3 years of experience in the finance industry.

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