John
Dennis

Infinex Investments, Inc

CRD#1534424
Investment Advisor
in Kill Devil Hills, NC

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About this Advisor

John Dennis is a chartered financial consultant working out of Kill Devil Hills, North Carolina with a total of 10 years of relevant experience. Dennis is currently employed by Infinex Investments, Inc. Throughout their career, Dennis has worked at Southern Bank and Infinex Investments, Inc. Dennis maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in North Carolina and Virginia. Infinex Investments, Inc is an advisory firm operating out of Meriden, CT. The firm has offices in 531 locations and a total of 764 advisors. It handles $3 billion in total assets among its 8,831 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 78 charities and foundations. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees vary depending on which service is provided. However, fees charged by Infinex Investments, Inc most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

10 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

202 S. Croatan Hwy
Kill Devil Hills, NC 27948

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Infinex Investments, Inc Brokerage Details

Total Assets Under Management

$2,814,653,668

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

764

NC Average: 35
Total Number of Accounts

8,831

NC Average: 690
Average Account Size

$318,724

NC Average: $7,677,358

Investment Advisory Services

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

John Dennis Work History

John has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Southern Bank

2013 - Present (11 years)

Infinex 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 John Dennis 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

Dean Prozzoly
Pittsburgh, PA
David Davis
Grand Ledge, MI
Jeffrey White
Fletcher, NC
Bonnie Parker
Chapel Hill, NC
Christopher Parks
Springfield, IL
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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