Bradley
Peterson
Infinex Investments, Inc
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About this Advisor
Bradley Peterson is a financial advisor who works out of Indiana, Pennsylvania who has 9 years of relevant experience. Peterson is currently employed by Infinex Investments, Inc. Peterson has gained experience at H. Beck, Inc, Infinex Investments, Inc, Greek Catholic Union, National Slovak Society and Infirst Financial Advisors, LLC. Peterson maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to advise clients in Pennsylvania and Texas. Infinex Investments, Inc is an advisory company operating out of Meriden, CT. The investment advisory business has offices in 531 locations and a total of 764 employees. It manages $3 billion in total assets among its 8,831 accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advice to 78 charitable organizations. The business performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management typically depend on which services the firm provides the client. Fee types charged by Infinex Investments, Inc likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Infinex Investments, Inc Brokerage Details
$2,814,653,668
764
8,831
$318,724
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Bradley Peterson Work History
Bradley has been registered as a financial advisor for 9 years.*
Infinex Investments, Inc
Greek Catholic Union
H. Beck, Inc
National Slovak Society
Infirst Financial Advisors, LLC
*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 Bradley Peterson 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
Oakville, CT
Haverhill, MA
New York, NY
Naugatuck, CT
New York, NY
Springfield, IL
Ellsworth, ME
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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