Jeffrey McNaney (CRD# 4640776) is an Investment Advisor Representative working at The Ameriflex Group in Lebanon, TN and has over 18 years of experience in the finance industry.
CRD# 715254
Lpl Financial LLC
CRD# 6061788
Canterbury Consulting Incorporated
CRD# 5875146
Sageguard Financial Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Ameriflex Group | Las Vegas, NV | Oct 2023 - Current | < 1 |
| Osaic | Lebanon, TN | Oct 2023 - Current | < 1 |
| Studio 9 Financial & Insurance Services | Lebanon, TN | Dec 2012 - Current | 11 |
| Principal Securities Inc. | Lebanon, TN | Mar 2016 - Oct 2023 | 7 |
| Principal Life Insurance Company | Brentwood, TN | Mar 2005 - Oct 2023 | 18 |
| Princor Financial Services Corp | Roseville, CA | Mar 2005 - Mar 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TN
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Total Assets Under Management6,522MILLIONS
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Total Number of Accounts16,327ACCOUNTS
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Average Account Value$399,485
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