Infinex Investments, Inc.

Infinex Investments, Inc. (CRD# 35371) is a financial advisory firm headquartered in Meriden, CT. They manage $1,355,489,175 in 5,839 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,355
    MILLION
  • Total Number of Accounts
    5,839
    ACCOUNTS
  • Average Account Value
    $232,144
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, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Infinex Investments, Inc.
Showing 1 - 10 of 502 top financial advisors.
1
Charles J. Abboud
CRD#: 1774605
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 25 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
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 6 years of experience in the finance industry.

3
P. S. Adams
CRD#: 2536161
Manchester, NH 03104

P. Adams (CRD# 2536161) is an Investment Advisor Representative working at Infinex Investments, Inc. in Manchester, NH and has over 25 years of experience in the finance industry.

4
Guy N. Adamson
CRD#: 1097237
Chester, VA 23836

Guy Adamson (CRD# 1097237) is an Investment Advisor Representative working at Infinex Investments, Inc. in Chester, VA and has over 36 years of experience in the finance industry.

5
Steven W. Aiken
CRD#: 3227646
Meredith, NH 03253

Steven Aiken (CRD# 3227646) is an Investment Advisor Representative working at Infinex Investments, Inc. in Meredith, NH and has over 18 years of experience in the finance industry.

6
Jorge L. Alfonso
CRD#: 4728979
Miami, FL 33135

Jorge Alfonso (CRD# 4728979) is an Investment Advisor Representative working at Infinex Investments, Inc. in Miami, FL and has over 15 years of experience in the finance industry.

7
Umar F. Ali
CRD#: 6404328
Harrisonburg, VA 22801

Umar Ali (CRD# 6404328) is an Investment Advisor Representative working at Infinex Investments, Inc. in Harrisonburg, VA and has over 5 years of experience in the finance industry.

8
Vita Allan
CRD#: 6094218
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 6 years of experience in the finance industry.

9
Jimmy D. Allen
CRD#: 2987468
Springfield, MO 65686

Jimmy Allen (CRD# 2987468) is an Investment Advisor Representative working at Infinex Investments, Inc. in Springfield, MO and has over 21 years of experience in the finance industry.

10
Brian J. Allsop
CRD#: 2027636
Canton, MA 02021

Brian Allsop (CRD# 2027636) is an Investment Advisor Representative working at Infinex Investments, Inc. in Canton, MA and has over 29 years of experience in the finance industry.

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