Laura
Joos

Infinex Investments, Inc

CRD#6181218
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Laura Joos is a financial advisor who works out of Pittsburgh, Pennsylvania, with a total of 11 years of professional experience. Joos currently works for Infinex Investments, Inc. Over the course of their career, Joos has held roles at Pnc Investments, Pnc Bank, Pnc Investmrents, LLC, First Commonwealth Advisors and Infinex Investments, Inc. Joos has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Pennsylvania. Infinex Investments, Inc is a financial advisory company headquartered in Pittsburgh, Pennsylvania. It has offices in 527 locations and a total of 775 advisors. It administers $3 billion in total assets between its 9,010 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 53 charitable organizations. The advisory firm provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules largely depend on which services the firm provides the client. However, fee types charged by Infinex Investments, Inc may include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

Disclosures

No

Office Location

501 Grant Street, Suite 150
Pittsburgh, PA 15219

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Infinex Investments, Inc Brokerage Details

Total Assets Under Management

$2,834,724,156

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

775

PA Average: 35
Total Number of Accounts

9,010

PA Average: 690
Average Account Size

$314,620

PA Average: $7,677,358

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Investment Advisory Services

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

Laura Joos Work History

Laura has 11 years of experience.

2021 - Present (2 years)

First Commonwealth Advisors

2021 - Present (2 years)

Infinex Investments, Inc

2021 - 2021 (< 1 year)

Pnc Investments

2020 - 2021 (1 year)

Pnc Bank

2018 - 2020 (2 years)

Pnc Investments

2017 - 2018 (1 year)

Pnc Investmrents, LLC

2014 - 2017 (3 years)

Pnc Investments

2014 - 2017 (3 years)

Pnc Bank

2011 - 2014 (3 years)

Pnc Bank

Disclosures

Laura Joos has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Infinex Investments, Inc

Nathan Rego
Meriden, CT
David Pierce
Wilmington, NC
Christopher Wentzell
Florence, SC
Brennan Krengel
Grosse Pointe, MI
Gregory Gobble
Belleville, IL
John Uyeki
Mystic, CT
Erin Mooney
Pittsburgh, PA
Brian Maners
Salisbury, NC

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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