Unclaimed Profile

James Daniel Egan

INFINEX INVESTMENTS, INC.·MERIDEN, Connecticut

INFINEX INVESTMENTS, INC.

538 PRESTON AVENUE, MERIDEN, CT 06450-4858CRD# 4533727Firm CRD# 35371

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Daniel Egan · MERIDEN, CT

Registration

CRD #4533727 · INFINEX INVESTMENTS, INC.

Brand Profile

Not yet started

Disclosure history

9 disclosures on file · See FINRA BrokerCheck for full record

About

James Daniel Egan is a registered financial advisor based in MERIDEN, Connecticut, affiliated with INFINEX INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

OSAIC INSTITUTIONS, INC.

AUM

$3.6B

Regulatory assets under management

Employees

722

Total firm employees

View all advisors at OSAIC INSTITUTIONS, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4533727

Firm CRD# 35371

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Daniel Egan offer?

James Daniel Egan specializes in Financial Planning, Investment Management. Contact their office in MERIDEN, Connecticut for a consultation.

What are James Daniel Egan's credentials?

James Daniel Egan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Daniel Egan located?

James Daniel Egan is based in MERIDEN, Connecticut, working with INFINEX INVESTMENTS, INC.. Their office serves clients in the MERIDEN metropolitan area and surrounding communities.

How does James Daniel Egan charge for services?

James Daniel Egan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INFINEX INVESTMENTS, INC.?

INFINEX INVESTMENTS, INC. has approximately 722 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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