Timothy
Laramie

Infinex Investments, Inc

CRD#4288454
Investment Advisor
in Ballwin, MO

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About this Advisor

Timothy Laramie is a financial advisor who works in Ballwin, Missouri who has 6 years of relevant experience. Laramie works at Infinex Investments, Inc. Their career trajectory has included roles at Rfg Advisory Group, LLC, Infinex Investments, Inc, First Bank, Lpl Financial, LLC and U.S. Bancorp Investments, Inc. Laramie maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Missouri. Infinex Investments, Inc is a registered investment firm based out of Meriden, CT. The investment advisory business has offices in 531 locations and a total of 764 people on staff. It oversees $3 billion in total assets among its 8,831 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 78 charitable organizations. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors are based on which services the firm provides the client. However, fee types billed by Infinex Investments, Inc can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

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

1190 Meramec Station Rd.
Ballwin, MO 63021

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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

Timothy Laramie Work History

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

2017 - Present (7 years)

Infinex Investments, Inc

2017 - Present (7 years)

First Bank

2015 - 2017 (2 years)

Rfg Advisory Group, LLC

2015 - 2017 (2 years)

Lpl Financial, LLC

2011 - 2015 (4 years)

U.S. Bancorp 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 Timothy Laramie 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

Litao Mai
New York, NY
John Dennis
Kill Devil Hills, NC
Paul Burke
Falmouth, MA
James Mckenna
Dover, NH
Christopher Parks
Springfield, IL
Amanda Robbins
Ellsworth, ME
Bonnie Parker
Chapel Hill, 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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