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Joe Allen Shearin

INFINEX INVESTMENTS, INC.·MERIDEN, Connecticut
Unclaimed Profile
538 PRESTON AVENUE, MERIDEN, CT 06450-4858CRD# 5622600Firm CRD# 35371
01

About

Joe Allen Shearin 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
OSAIC INSTITUTIONS, INC.
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5622600
Firm CRD# 35371
9 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joe Allen Shearin offer?
Joe Allen Shearin specializes in Financial Planning, Investment Management. Contact their office in MERIDEN, Connecticut for a consultation.
What are Joe Allen Shearin's credentials?
Joe Allen Shearin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joe Allen Shearin located?
Joe Allen Shearin is based in MERIDEN, Connecticut, working with INFINEX INVESTMENTS, INC.. Their office serves clients in the MERIDEN metropolitan area and surrounding communities.
How does Joe Allen Shearin charge for services?
Joe Allen Shearin'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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Other advisors in MERIDEN
Gary Charles Smith — INFINEX INVESTMENTS, INC.Rheo Arthur Brouillard — INFINEX INVESTMENTS, INC.John Joseph Martocci — INFINEX INVESTMENTS, INC.Charles Borromee Paquette — INFINEX INVESTMENTS, INC.Stephen Paul Amarante — OSAIC INSTITUTIONS, INC.
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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