Lisa
Rancourt
Infinex Investments, Inc
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About this Advisor
Lisa Rancourt is a financial advisor operating in Agawam, Massachusetts with a total of 9 years of industry experience. Rancourt is on the advisory team at Infinex Investments, Inc. During their career, the advisor has held roles at Santander Bank, Santander Securities LLC, United Bank, Infinex Investments, Inc and Ion Bank. Rancourt maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Connecticut and Massachusetts. Infinex Investments, Inc is a registered investment company that has its headquarters in Meriden, CT. The firm has offices in 531 locations and a total of 764 people on staff. It controls $3 billion in total assets among its 8,831 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advice to 78 charitable organizations. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees largely vary depending on which services the firm provides the client. Fees charged by Infinex Investments, Inc likely are comprised of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Infinex Investments, Inc Brokerage Details
$2,814,653,668
764
8,831
$318,724
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Lisa Rancourt Work History
Lisa has been registered as a financial advisor for 9 years.*
Ion Bank
Infinex Investments, Inc
United Bank
Santander Securities LLC
Santander 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 Lisa Rancourt 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
Haverhill, MA
Falmouth, MA
Kill Devil Hills, NC
Naugatuck, CT
Fowler, IN
Florence, SC
Ellsworth, ME
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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