Isaac SeigelCRD Number: 4546884
Current Firm: Infinex Investments, Inc.
Isaac Seigel (CRD# 4546884) is an Investment Advisor Representative working at Infinex Investments, Inc. in Monson, MA and has over 15 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Cambridge Investment Research Advisors, Inc.
|Infinex Investments, Inc.||Monson, MA||Mar 2007 - Current||11|
|Monson Savings Bank||Monson, MA||Mar 2007 - Current||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2002|
Total Assets Under Management850MILLIONS
Total Number of Accounts4,472ACCOUNTS
Average Account Value$190,032
- 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, VI, VT, WA, WI, WV