Matthew
Taylor
Infinex Investments, Inc
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About this Advisor
Matthew Taylor is a financial advisor working in Meriden, Connecticut with 1 year of industry experience. Taylor currently works for Infinex Investments, Inc. During their career, the advisor has held roles at Corbin City Pool, Cloyd & Associates, Walmart Distribution Center, Forcht Bank, Mallory Davis State Farm, Hometown Bank and Eastern Kentucky University. Taylor holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Kentucky. Infinex Investments, Inc is a financial advisory firm headquartered in Meriden, CT. The investment advisory business has offices in 531 locations and a total of 764 people on staff. It administers $3 billion in assets among its 8,831 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 78 charitable organizations. The company has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees usually depend on the services provided. However, fees billed by Infinex Investments, Inc may include any combination 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
Matthew Taylor Work History
Matthew has been registered as a financial advisor for 1 years.*
Hometown Bank
Mallory Davis State Farm
Walmart Distribution Center
Forcht Bank
Cloyd & Associates
Eastern Kentucky University
Corbin City Pool
*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 Matthew Taylor 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
Pittsburgh, PA
Clarksville, TN
New York, NY
Kill Devil Hills, NC
Brooklyn, NY
Springfield, IL
Ellsworth, ME
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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