Cristine
Furey

Infinex Investments, Inc

CRD#4220724
Investment Advisor
in Clarksville, TN

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About this Advisor

Cristine Furey is a financial advisor operating out of Clarksville, Tennessee who has 5 years of industry experience. Furey is an employee of Infinex Investments, Inc. The advisor has gained experience at Mercer County State Bank, Infinex Investments, Inc, Fortera Credit Union and Cuso Financial Services. Furey has Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to work in Kentucky and Tennessee. Infinex Investments, Inc is a firm based out of Meriden, CT. The company has offices in 531 locations and a total of 764 employees. It oversees $3 billion in assets across its 8,831 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 78 charitable organizations. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advisory services are based on which services the firm provides the client. However, fees charged by Infinex Investments, Inc likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 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

2050 Lowe'S Drive
Clarksville, TN 37040

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Infinex Investments, Inc Brokerage Details

Total Assets Under Management

$2,814,653,668

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

764

TN Average: 35
Total Number of Accounts

8,831

TN Average: 690
Average Account Size

$318,724

TN Average: $7,677,358

Investment Advisory Services

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

Cristine Furey Work History

Cristine has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Fortera Credit Union

2018 - Present (6 years)

Infinex Investments, Inc

2018 - 2018 (< 1 year)

Cuso Financial Services

2011 - 2018 (7 years)

Infinex Investments, Inc

2004 - 2018 (14 years)

Mercer County State 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 Cristine Furey 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

Erin Mooney
Pittsburgh, PA
John Dennis
Kill Devil Hills, NC
Angelo Piccolo
Naugatuck, CT
David Davis
Grand Ledge, MI
Peter Klarides
New York, NY
Amanda Robbins
Ellsworth, ME
Jeffrey White
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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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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