American Financial Advisors Inc.

American Financial Advisors Inc. (CRD# 108530) is a financial advisory firm headquartered in Orlando, FL. They manage $464,345,477 in 1,403 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    464
    MILLION
  • Total Number of Accounts
    1,403
    ACCOUNTS
  • Average Account Value
    $330,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, NC, NH, NJ, NV, NY, OH, OK, OR, PA, TX, VA, WA

Financial Advisors at American Financial Advisors Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Matthew J. Boyce
CRD#: 2625560
Orlando, FL 32801

Matthew Boyce (CRD# 2625560) is an Investment Advisor Representative working at American Financial Advisors Inc. in Orlando, FL and has over 24 years of experience in the finance industry. Matthew Boyce has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mark J. Bras
CRD#: 5328159
Orlando, FL 32801

Mark Bras (CRD# 5328159) is an Investment Advisor Representative working at American Financial Advisors Inc. in Orlando, FL and has over 12 years of experience in the finance industry.

3
James R. Cable
CRD#: 5615824
Orlando, FL 32801

James Cable (CRD# 5615824) is an Investment Advisor Representative working at American Financial Advisors Inc. in Orlando, FL and has over 10 years of experience in the finance industry.

4
Leslie J. Kelly
CRD#: 1014305
Orlando, FL 32801

Leslie Kelly (CRD# 1014305) is an Investment Advisor Representative working at American Financial Advisors Inc., a registered investment advisor, in Orlando, FL and has over 33 years of experience in the finance industry. Leslie Kelly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct. She also achieved her AIF® (Accredited Investment Fiduciary) designation in 2012. She is the founder, president and Chief Compliance Officer of American Financial Advisors, Inc. and specializes in comprehensive financial planning - especially for women who are dealing with widowhood or divorce. American Financial Advisors, Inc. is an independent RIA and is a fee-only firm.

5
William A. Mertes
CRD#: 2717949
Orlando, FL 32801

William Mertes (CRD# 2717949) is an Investment Advisor Representative working at American Financial Advisors Inc. in Orlando, FL and has over 23 years of experience in the finance industry.

6
Charles W. Owston
CRD#: 3056859
Orlando, FL 32801

Charles Owston (CRD# 3056859) is an Investment Advisor Representative working at American Financial Advisors Inc. in Orlando, FL and has over 20 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.