David
Davis
Infinex Investments, Inc
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About this Advisor
David Davis is a financial advisor who works in Grand Ledge, Michigan, with a total of 7 years of relevant experience. Davis works at Infinex Investments, Inc. Throughout their career, Davis has worked at Principal Life Insurance Company, Princor Financial Services Corp, The Centennial Group, Flagstar Bank and Infinex Investments, Inc. Davis has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Michigan. Infinex Investments, Inc is a financial advisory firm based in Meriden, CT. The investment advisory business has offices in 531 locations and a total of 764 advisors. It has $3 billion in total assets across its 8,831 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 78 charities and foundations. The company has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fees are based on which services are provided. Fees billed by Infinex Investments, Inc can include any 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
David Davis Work History
David has been registered as a financial advisor for 7 years.*
Infinex Investments, Inc
Flagstar Bank
Principal Life Insurance Company
Princor Financial Services Corp
The Centennial Group
*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 Davis 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
Chapel Hill, NC
Kent City, MI
Grand Ledge, MI
Kill Devil Hills, NC
Bronx, NY
Oakville, CT
Ellsworth, ME
Naugatuck, CT
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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