Janice
Kuhn

Infinex Investments, Inc

CRD#2968191
Investment Advisor
in Winchester, VA

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About this Advisor

Janice Kuhn is a financial advisor who works in Winchester, Virginia who has 12 years of relevant experience. Kuhn works at Infinex Investments, Inc. Kuhn has gained experience at Bank Of Clarke County and Infinex Investments, Inc. Kuhn holds Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Virginia. Infinex Investments, Inc is a registered investment firm that has its headquarters in Meriden, CT. It has offices in 531 locations and a total of 764 financial advisors. It administers $3 billion in assets under management among its 8,831 customer accounts, making it one of the largest firms in the United States by assets under management. The firm advises 78 charitable organizations. Infinex Investments, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management largely are based on which service is offered. However, fees charged by Infinex Investments, Inc most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

12 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

202 N Loudoun St
Winchester, VA 22601

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Infinex Investments, Inc Brokerage Details

Total Assets Under Management

$2,814,653,668

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

764

VA Average: 35
Total Number of Accounts

8,831

VA Average: 690
Average Account Size

$318,724

VA Average: $7,677,358

Investment Advisory Services

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

Janice Kuhn Work History

Janice has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Infinex Investments, Inc

2005 - Present (19 years)

Bank Of Clarke County

*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 Janice Kuhn 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

Erin Mooney
Pittsburgh, PA
Luke Voigt
Meriden, CT
David Davis
Grand Ledge, MI
Jeffrey White
Fletcher, NC
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 profile-compliance@smartasset.com.

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