Sam
Shaw
Infinex Investments, Inc
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About this Advisor
Sam Shaw is a financial advisor who works in Harrisonburg, Virginia with 1 year of relevant experience. Shaw works at Infinex Investments, Inc. Their career trajectory has included roles at National Agents Alliance, Shaw Financial Protection LLC, Massanutten Waterpark, Infinex Investments, Inc and Farmers And Merchants Bank. Shaw maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Virginia. Infinex Investments, Inc is a registered investment company operating out of Meriden, CT. The investment advisory business has offices in 531 locations and a total of 764 financial advisors. It handles $3 billion in assets across its 8,831 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 78 charitable organizations. The advisory firm offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fees usually vary depending on the type of financial services offered. Fees billed by Infinex Investments, Inc may include 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
Sam Shaw Work History
Sam has been registered as a financial advisor for 1 years.*
Infinex Investments, Inc
Farmers And Merchants Bank
Shaw Financial Protection LLC
National Agents Alliance
Massanutten Waterpark
*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 Sam Shaw 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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