Justin
Rodrigues

Infinex Investments, Inc

CRD#5893221
Investment Advisor
in Southbury, CT

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About this Advisor

Justin Rodrigues is a financial advisor operating in Southbury, Connecticut, with a total of 7 years of industry experience. Rodrigues is on the advisory team at Infinex Investments, Inc. During their career, Rodrigues has held roles at Lpl Financial LLC, First Niagara Bank, Infinex Investments, Inc, United Bank and Ion Bank. Rodrigues has Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to work in Connecticut and Massachusetts. Infinex Investments, Inc is a financial advisory company that has its headquarters in Meriden, CT. The company has offices in 531 locations and a total of 764 people on staff. It oversees $3 billion in assets between its 8,831 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 78 charitable organizations. The company offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules largely depend on the type of financial services offered. However, fee types charged by Infinex Investments, Inc can be comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 years

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

363 Main Street South
Southbury, CT 06488

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Infinex Investments, Inc Brokerage Details

Total Assets Under Management

$2,814,653,668

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

764

CT Average: 35
Total Number of Accounts

8,831

CT Average: 690
Average Account Size

$318,724

CT Average: $7,677,358

Investment Advisory Services

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

Justin Rodrigues Work History

Justin has been registered as a financial advisor for 7 years.*

2019 - Present (5 years)

Ion Bank

2016 - Present (8 years)

Infinex Investments, Inc

2016 - 2019 (3 years)

United Bank

2012 - 2015 (3 years)

Lpl Financial LLC

2012 - 2015 (3 years)

First Niagara Bank

*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 Justin Rodrigues 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

John Mousel
Kent City, MI
Clayton Benway
Minneapolis, MN
John Sudresianu
New York, NY
Jeffrey White
Fletcher, NC
Christopher Wentzell
Florence, SC
Christopher Parks
Springfield, IL
Amanda Robbins
Ellsworth, ME
David Davis
Grand Ledge, MI

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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