Kenneth
Dyer

Infinex Investments, Inc

CRD#5343978
Investment Advisor
in Miami, FL

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About this Advisor

Kenneth Dyer is a financial advisor who works in Miami, Florida, with a total of 7 years of relevant experience. Dyer works at Infinex Investments, Inc. Their career trajectory has included roles at Citizens First Bank and Infinex Investments, Inc. Dyer maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and can advise clients in Florida. Infinex Investments, Inc is a company based out of Meriden, CT. The investment advisory business has offices in 531 locations and a total of 764 financial advisors. It controls $3 billion in total assets among its 8,831 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 78 charitable organizations. The business provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules are based on which services are offered. However, fees charged by Infinex Investments, Inc likely consist 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

1050 Lake Sumter Landing
Miami, FL 33162

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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

Kenneth Dyer Work History

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

2007 - Present (17 years)

Citizens First Bank

2007 - Present (17 years)

Infinex Investments, Inc

*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 Kenneth Dyer 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

James Bish
Butler, PA
Donna Williams
South Windsor, CT
Dean Prozzoly
Pittsburgh, PA
Paul Burke
Falmouth, MA
Jim Gravgaard
White Stone, VA
Douglas Mcpherson
Chapel Hill, NC
Amanda Robbins
Ellsworth, ME

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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