Steve
Palmer

Infinex Investments, Inc

CRD#2693018
Investment Advisor
in Concord, NH

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About this Advisor

Steve Palmer is a financial advisor based in Concord, New Hampshire. Palmer is currently employed by Infinex Investments, Inc. Their career trajectory has included roles at New England Securities, Metlife Securities Inc, Metlife Investors Distribution Company, Infinex Investments, Inc, Securities America Inc, Securities America Advisors and Nhtrust. Palmer maintains Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in New Hampshire. Infinex Investments, Inc is a company operating out of Meriden, CT. The investment advisory business has offices in 531 locations and a total of 764 advisors. It administers $3 billion in total assets between its 8,831 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 78 charities and foundations. Infinex Investments, Inc performs a wide set 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 usually depend on which services are provided. Fee types billed by Infinex Investments, Inc can consist of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

less than 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

89 North Main Street
Concord, NH 03302

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Infinex Investments, Inc Brokerage Details

Total Assets Under Management

$2,814,653,668

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

764

NH Average: 35
Total Number of Accounts

8,831

NH Average: 690
Average Account Size

$318,724

NH Average: $7,677,358

Investment Advisory Services

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

Steve Palmer Work History

Steve has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Infinex Investments, Inc

2023 - Present (1 year)

Nhtrust

2017 - 2023 (6 years)

Securities America Inc

2017 - 2023 (6 years)

Securities America Advisors

2016 - 2016 (< 1 year)

Metlife Investors Distribution Company

2014 - 2017 (3 years)

Metlife Securities Inc

2010 - 2014 (4 years)

New England Securities

*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 Steve Palmer 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

Peter Klarides
New York, NY
Dean Prozzoly
Pittsburgh, PA
David Davis
Grand Ledge, MI
Erin Mooney
Pittsburgh, PA
John Dennis
Kill Devil Hills, NC
Bonnie Parker
Chapel Hill, NC
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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