Stephanie Beach, financial advisor Williamsburg VA
93 score

Stephanie Beach

CRD Number: 3145490
Current Firm: Infinex Investments, Inc.

Stephanie Beach (CRD# 3145490) is an Investment Advisor Representative working at Infinex Investments, Inc. in Williamsburg, VA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Chesapeake Bank Williamsburg, VA Aug 2016 - Current 1
Infinex Investments, Inc. Meriden, CT Aug 2016 - Current 1
Wells Fargo Advisors LLC Newport News, VA Sep 2014 - Jul 2016 1
Infinex Investments, Inc. Williamsburg, VA May 2013 - Sep 2014 1
Wells Fargo Advisors, LLC Williamsburg, VA Jan 2013 - May 2013 < 1
Wells Fargo Bank Na Williamsburg, VA Jan 2013 - May 2013 < 1
Lpl Financial Newport News, VA Jan 2009 - Jan 2013 4
Micg Investment Management Hampton, VA Aug 2000 - Dec 2008 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2000
S65 NASAA Investment Advisors Law Examination Aug 2001
Contact Info for Stephanie N. Beach
Phone Number: 203-599-6000
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    850
    MILLIONS
  • Total Number of Accounts
    4,472
    ACCOUNTS
  • Average Account Value
    $190,032
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

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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