Efren Infante (CRD# 3136067) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Malvern, PA and has over 25 years of experience in the finance industry.
CRD# 4275229
Raymond James Financial Services Advisors, Inc.
CRD# 4837485
Cuso Financial Services
CRD# 4581631
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Financial Advisors Corporation | Malvern, PA | Jul 2014 - Current | 9 |
| Hornor Townsend & Kent Inc. | Horsham, PA | Mar 2009 - Jul 2014 | 5 |
| Penn Mutual Life Ins Co | Horsham, PA | Mar 2009 - Jul 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2002 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management37,134MILLIONS
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Total Number of Accounts103,063ACCOUNTS
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Average Account Value$360,303
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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- Educational seminars/workshops
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