Susan
Peyret
Infinex Investments, Inc
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About this Advisor
Susan Peyret is a financial advisor working in Clarksville, Tennessee with 5 years of industry experience. Peyret is an employee of Infinex Investments, Inc. The advisor has gained experience at Amplify Financial, Lpl Financial LLC, Cuso Financial Services, Lp, Fortera Credit Union and Infinex Investments, Inc. Peyret holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to serve investors in Kentucky, Tennessee and Texas. Infinex Investments, Inc is a registered investment business based in Meriden, CT. It has offices in 531 locations and a total of 764 advisors. It handles $3 billion in assets under management between its 8,831 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 78 charities and foundations. Infinex Investments, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors usually depend on the type of financial services offered. However, fees billed by Infinex Investments, Inc likely include some blend 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
Susan Peyret Work History
Susan has been registered as a financial advisor for 5 years.*
Infinex Investments, Inc
Fortera Credit Union
Amplify Financial
Lpl Financial LLC
Cuso Financial Services, Lp
*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 Susan Peyret to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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