Rafiq
Wiley

Infinex Investments, Inc

CRD#3213815
Investment Advisor
in Studio City, CA

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About this Advisor

Rafiq Wiley is a financial advisor operating in Studio City, California. Wiley is an employee of Infinex Investments, Inc. Over the course of their career, Wiley has held roles at Farmers Insurance Group, Farmers Financial Solutions, Planmember Securities Corporation, Quantum Success Strategies, Massmutual Life Insurance Company, Mml Investors Services, LLC, Insurance and Infinex Investments, Inc. Wiley holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in California. Infinex Investments, Inc is an advisory company headquartered in Meriden, CT. It has offices in 531 locations and a total of 764 people on staff. It administers $3 billion in assets under management among its 8,831 client accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 78 charities and foundations. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice typically vary depending on which services are provided. However, fee types billed by Infinex Investments, Inc can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

12198 Ventura Boulevard #208
Studio City, CA 91604

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Infinex Investments, Inc Brokerage Details

Total Assets Under Management

$2,814,653,668

CA Average: $5,297,377,271
Total Number of Employees

764

CA Average: 35
Total Number of Accounts

8,831

CA Average: 690
Average Account Size

$318,724

CA Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Rafiq Wiley Work History

Rafiq has been registered as a financial advisor for 0 years.*

2020 - Present (4 years)

Infinex Investments, Inc

2020 - 2020 (< 1 year)

Insurance

2019 - 2020 (1 year)

Mml Investors Services, LLC

2018 - 2020 (2 years)

Massmutual Life Insurance Company

2014 - 2019 (5 years)

Planmember Securities Corporation

2013 - 2016 (3 years)

Quantum Success Strategies

2012 - 2013 (1 year)

Farmers Insurance Group

2012 - 2013 (1 year)

Farmers Financial Solutions

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Rafiq Wiley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Infinex Investments, Inc

Erin Mooney
Pittsburgh, PA
John Dennis
Kill Devil Hills, NC
Angelo Piccolo
Naugatuck, CT
David Davis
Grand Ledge, MI
Peter Klarides
New York, NY
Christopher Parks
Springfield, IL
Amanda Robbins
Ellsworth, ME
Jeffrey White
Fletcher, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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