William Monsted
William Monsted is a registered investment advisor at Infinity Financial Services Advisory, based in New Orleans,, LA, with 35 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 657 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Infinity Financial Services Advisory charges a fee for portfolio management based on the value of your portfolio, though the exact percentage rates are not specified in the available text.
Location
New Orleans,, LA
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2002Other Business Activities
William is the President/CEO of Bilmon Productions, L.L.C., handling the production and marketing of a documentary film. This non-investment related activity takes minimal time.
Employment History
Current Registrations
Infinity Financial Services Advisory
Infinity Financial ServicesBroker
Previous Registrations
Infinity Financial Services
Harger and Company, INC.
Harger and Company, INC.
Harger and Company, INC.Broker
The Stuart-James Company, IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.