Infinex Investments, Inc

Investment Advisor
in White Stone, VA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Edward Pittman is a financial advisor based out of White Stone, Virginia with 15 years of industry experience. Pittman is currently employed by Infinex Investments, Inc. Throughout their career, Pittman has worked at Bi Investments, LLC, Bank Of Lancaster, Infinex Investments, Inc and Virginia Asset Group. Pittman maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Virginia. Infinex Investments, Inc is an advisory business operating out of Meriden, CT. It has offices in 531 locations and a total of 764 people on staff. It oversees $3 billion in assets between its 8,831 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 78 charitable organizations. Infinex Investments, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules depend on the type of services provided. However, fees billed by Infinex Investments, Inc likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

15 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Edward Pittman Work History

Edward has been registered as a financial advisor for 15 years.*

2021 - Present (3 years)

Virginia Asset Group

2008 - Present (16 years)

Infinex Investments, Inc

2003 - 2021 (18 years)

Bi Investments, LLC

2003 - 2021 (18 years)

Bank Of Lancaster

*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 Edward Pittman 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

John Dennis
Kill Devil Hills, NC
Clara Laurent
Wauchula, FL
Peter Klarides
New York, NY
Christopher Wentzell
Florence, SC
Clayton Benway
Minneapolis, MN
Amanda Robbins
Ellsworth, ME
Jeffrey White
Fletcher, 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.

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. 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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started