Van Mays (CRD# 4358167) is an Investment Advisor Representative working at The Ameriflex Group in Washington, UT and has over 23 years of experience in the finance industry.
CRD# 6244337
Soltis Investment Advisors, LLC
CRD# 6447966
Parker Advisory Group, LLC
CRD# 3184654
Northwestern Mutual Investment Services,llc
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | Price, UT | Sep 2023 - Current | < 1 |
Sagepoint Financial, Inc. | Price, UT | May 2023 - Current | < 1 |
The Ameriflex Group | Las Vegas, NV | May 2023 - Current | < 1 |
Mays Financial Services, Llc Mays Financial Solutions | Price, UT | Feb 2001 - Current | 23 |
Independent Financial Group | Price, UT | Oct 2017 - May 2023 | 5 |
Hornor Townsend & Kent Inc. | Horsham, PA | Jan 2012 - Oct 2017 | 5 |
Penn Mutual Life Ins Co | Horsham, PA | Jan 2012 - Oct 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2001 |
S65 | NASAA Investment Advisors Law Examination | Mar 2017 |
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- UT
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Total Assets Under Management3,423MILLIONS
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Total Number of Accounts6,588ACCOUNTS
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Average Account Value$519,583
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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