Jeffrey
Krall

Infinex Investments, Inc

CRD#2651173
Investment Advisor
in Palmyra, PA

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About this Advisor

Jeffrey Krall is a financial advisor based in Palmyra, Pennsylvania with 1 year of industry experience. Krall is on the advisory team at Infinex Investments, Inc. Throughout their career, Krall has worked at Fulton Financial Advisors, Mid Penn Bank, Raymond James Financial Services, Raymond James Financial Services Advisors, Inc, Fulton Financial Corporation, Calton & Associates, Inc, Your Vision Financial Services LLC, Lpl Financial, LLC, Private Advisor Group, LLC, Riverview Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC and Infinex Investments, Inc. Krall has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Pennsylvania. Infinex Investments, Inc is a financial advisory firm operating out of Meriden, CT. The company has offices in 531 locations and a total of 764 advisors. It has $3 billion in assets between its 8,831 accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 78 charitable organizations. The company offers 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 charged by financial advisors usually vary depending on the services provided. However, fee types charged by Infinex Investments, Inc can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

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

28 W Main Street
Palmyra, PA 17078

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Infinex Investments, Inc Brokerage Details

Total Assets Under Management

$2,814,653,668

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

764

PA Average: 35
Total Number of Accounts

8,831

PA Average: 690
Average Account Size

$318,724

PA Average: $7,677,358

Investment Advisory Services

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

Jeffrey Krall Work History

Jeffrey has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Mid Penn Bank

2022 - Present (2 years)

Infinex Investments, Inc

2017 - 2022 (5 years)

Riverview Bank

2017 - 2022 (5 years)

Cetera Investment Services LLC

2017 - 2022 (5 years)

Cetera Investment Advisers LLC

2016 - 2017 (1 year)

Lpl Financial, LLC

2016 - 2017 (1 year)

Private Advisor Group, LLC

2015 - 2016 (1 year)

Calton & Associates, Inc

2015 - 2016 (1 year)

Your Vision Financial Services LLC

2009 - 2015 (6 years)

Raymond James Financial Services Advisors, Inc

2008 - 2015 (7 years)

Raymond James Financial Services

2008 - 2015 (7 years)

Fulton Financial Corporation

2005 - 2015 (10 years)

Fulton Financial Advisors

*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 Jeffrey Krall 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

Jermaine Matthews
Bronx, NY
Brett Rand
Brooklyn, NY
Dean Prozzoly
Pittsburgh, PA
Luke Voigt
Meriden, CT
John Sudresianu
New York, NY
Christopher Parks
Springfield, IL
Amanda Robbins
Ellsworth, ME
John Dennis
Kill Devil Hills, 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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