Infinex Investments, Inc

Investment Advisor
in White Stone, VA

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About this Advisor

Barry Almond is a financial advisor operating out of White Stone, Virginia with 2 years of relevant experience. Almond is currently employed by Infinex Investments, Inc. The advisor has gained experience at First Capital Bank, Bi Investments, LLC, Rue & Associates Inc, Call Federal Credit Union, Sonabank (Formerly Evb), Infinex Investments, Inc and Virginia Commonwealth Bank. Almond maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Virginia. Infinex Investments, Inc is a registered investment company that has its headquarters in Meriden, CT. The investment advisory business has offices in 531 locations and a total of 764 financial advisors. It has $3 billion in assets under management among its 8,831 accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advisory services to 78 charities and foundations. Infinex Investments, Inc has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules largely depend on which services the firm provides the client. Fee types billed by Infinex Investments, Inc most likely include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

Office Location

645 Rappahannock Drive
White Stone, VA 22578

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Infinex Investments, Inc Brokerage Details

Total Assets Under Management


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


VA Average: 35
Total Number of Accounts


VA Average: 690
Average Account Size


VA Average: $7,677,358

Investment Advisory Services

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

Barry Almond Work History

Barry has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Infinex Investments, Inc

2018 - Present (6 years)

Virginia Commonwealth Bank

2016 - 2018 (2 years)

Sonabank (Formerly Evb)

2016 - 2019 (3 years)

Infinex Investments, Inc

2015 - 2015 (< 1 year)

Rue & Associates Inc

2015 - 2016 (1 year)

Call Federal Credit Union

2008 - 2015 (7 years)

Infinex Investments, Inc

2003 - 2015 (12 years)

Bi Investments, LLC

2002 - 2015 (13 years)

First Capital Bank

*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.


Please visit the SEC profile of Barry Almond 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

Peter Klarides
New York, NY
Jermaine Matthews
Bronx, NY
David Davis
Grand Ledge, MI
Erin Mooney
Pittsburgh, PA
Bonnie Parker
Chapel Hill, 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

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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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