Paige
Ratliff

Infinex Investments, Inc

CRD#7021017
Investment Advisor
in Saint Louis, MO

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About this Advisor

Paige Ratliff is a financial advisor working out of Saint Louis, Missouri who has 1 year of relevant experience. Ratliff currently works for Infinex Investments, Inc. Over the course of their career, they have held roles at Edward Jones, Pacific Beach Tanning Studios, Zuga Fitness, Mckelvey Properties, Coldwell Banker Gundaker, Infinex Investments, Inc and First Bank. Ratliff has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Missouri. Infinex Investments, Inc is a business based out of Meriden, CT. The company has offices in 531 locations and a total of 764 advisors. It controls $3 billion in assets under management across its 8,831 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 78 charities and foundations. Infinex Investments, Inc performs 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 management usually are based on which services the firm provides the client. However, fee types charged by Infinex Investments, Inc most likely are comprised of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

1 First Missouri Center
Saint Louis, MO 63141

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Infinex Investments, Inc Brokerage Details

Total Assets Under Management

$2,814,653,668

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

764

MO Average: 35
Total Number of Accounts

8,831

MO Average: 690
Average Account Size

$318,724

MO Average: $7,677,358

Investment Advisory Services

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

Paige Ratliff Work History

Paige has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Infinex Investments, Inc

2022 - Present (2 years)

First Bank

2013 - Present (11 years)

Zuga Fitness

2018 - 2020 (2 years)

Edward Jones

2014 - 2014 (< 1 year)

Mckelvey Properties

2014 - 2018 (4 years)

Coldwell Banker Gundaker

2010 - 2013 (3 years)

Pacific Beach Tanning Studios

*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 Paige Ratliff 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

Courtney Rooze
Fowler, IN
Daniel Seghi
Belleville, IL
David Davis
Grand Ledge, MI
Erin Mooney
Pittsburgh, PA
James Bish
Butler, PA
Susan Peyret
Clarksville, TN
Amanda Robbins
Ellsworth, ME
Angelo Piccolo
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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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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