Sarah
Sims

Infinex Investments, Inc

CRD#7630806
Investment Advisor
in Lewis Center, OH

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About this Advisor

Sarah Sims is a financial advisor operating out of Lewis Center, Ohio. Sims is on the advisory team at Infinex Investments, Inc. Throughout their career, they have worked at First Commonwealth Bank, Interim Healthcare, Garage Doors Of Ohio, Prime Homecare, Delaware County Bank, Buffalo Wild Wings, Sarah Moore, Convalarium Of Dublin and Homewell Senior Care. Sims holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Ohio. Infinex Investments, Inc is a registered investment firm headquartered in Meriden, CT. It has offices in 531 locations and a total of 764 employees. It controls $3 billion in total assets across its 8,831 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 78 charitable organizations. Infinex Investments, Inc performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fees billed by Infinex Investments, Inc can consist of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

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

110 Riverbend Ave
Lewis Center, OH 43035

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Infinex Investments, Inc Brokerage Details

Total Assets Under Management

$2,814,653,668

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

764

OH Average: 35
Total Number of Accounts

8,831

OH Average: 690
Average Account Size

$318,724

OH Average: $7,677,358

Investment Advisory Services

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

Sarah Sims Work History

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

2018 - Present (6 years)

First Commonwealth Bank

2017 - 2018 (1 year)

Interim Healthcare

2016 - 2017 (1 year)

Garage Doors Of Ohio

2016 - 2016 (< 1 year)

Prime Homecare

2015 - 2016 (1 year)

Delaware County Bank

2015 - 2015 (< 1 year)

Buffalo Wild Wings

2015 - 2015 (< 1 year)

Sarah Moore

2015 - 2015 (< 1 year)

Convalarium Of Dublin

2012 - 2015 (3 years)

Homewell Senior Care

*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 Sarah Sims 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

Erin Mooney
Pittsburgh, PA
Peter Klarides
New York, NY
David Davis
Grand Ledge, MI
Jeffrey White
Fletcher, 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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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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