Steven PhippsCRD Number: 4615683
Current Firm: Infinex Investments, Inc.
Steven Phipps (CRD# 4615683) is an Investment Advisor Representative working at Infinex Investments, Inc. in London, KY and has over 15 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
1st Global Advisors Inc.
Next Financial Group, Inc.
|Infinex Investments, Inc.||London, KY||Oct 2010 - Current||7|
|First National Bank & Trust||London, KY||Apr 2005 - Current||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2003|
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