David
Johnson

Infinex Investments, Inc

CRD#4016740
Investment Advisor
in Ocala, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

David Johnson is a financial advisor operating in Ocala, Florida who has 6 years of industry experience. Johnson is an advisor for Infinex Investments, Inc. Johnson has gained experience at Infinex Investments, Inc, Community Bank & Trust Of Florida and Invest Financial Corporation. Johnson holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and can serve investors in Florida and Texas. Infinex Investments, Inc is a financial advisory company that has its headquarters in Meriden, CT. The firm has offices in 531 locations and a total of 764 employees. It handles $3 billion in total assets among its 8,831 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 78 charitable organizations. Infinex Investments, Inc provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules largely depend on which services the firm provides the client. Fees billed by Infinex Investments, Inc likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

6 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

2215 Fort King St., Suite B
Ocala, FL 34471

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Infinex Investments, Inc Brokerage Details

Total Assets Under Management

$2,814,653,668

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

764

FL Average: 35
Total Number of Accounts

8,831

FL Average: 690
Average Account Size

$318,724

FL Average: $7,677,358

Investment Advisory Services

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

David Johnson Work History

David has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Infinex Investments, Inc

2015 - 2020 (5 years)

Community Bank & Trust Of Florida

2007 - 2017 (10 years)

Invest Financial Corporation

*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 David Johnson 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

Jermaine Matthews
Bronx, NY
Christopher Wentzell
Florence, SC
Dean Prozzoly
Pittsburgh, PA
Jeffrey White
Fletcher, NC
John Sudresianu
New York, NY
Christopher Parks
Springfield, IL
Amanda Robbins
Ellsworth, ME
Erin Mooney
Pittsburgh, PA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started