American Financial Advisors Inc.
American Financial Advisors Inc. (CRD# 108530) is a financial advisory firm headquartered in Winter Park, FL. They manage $887,197,372 in 1,751 accounts and serve the financial needs of clients across 29 states (or territories).
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Total Assets Under Management887MILLION
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Total Number of Accounts1,751ACCOUNTS
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Average Account Value$506,680
- 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
- Educational seminars/workshops
AL, AZ, CA, CO, CT, FL, GA, IL, IN, LA, MA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI
Matthew Boyce (CRD# 2625560) is an Investment Advisor Representative working at American Financial Advisors Inc. in Winter Park, FL and has over 28 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.
Mark Bras (CRD# 5328159) is an Investment Advisor Representative working at American Financial Advisors Inc. in Winter Park, FL and has over 16 years of experience in the finance industry.
James Cable (CRD# 5615824) is an Investment Advisor Representative working at American Financial Advisors Inc. in Winter Park, FL and has over 15 years of experience in the finance industry.
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.
William Mertes (CRD# 2717949) is an Investment Advisor Representative working at American Financial Advisors Inc. in Winter Park, FL and has over 27 years of experience in the finance industry.
Charles Owston (CRD# 3056859) is an Investment Advisor Representative working at American Financial Advisors Inc. in Winter Park, FL and has over 25 years of experience in the finance industry.
Alexander Bras (CRD# 6476761) is an Investment Advisor Representative working at American Financial Advisors Inc. in Winter Park, FL and has over 4 years of experience in the finance industry.
Andrew Bras (CRD# 7150887) is an Investment Advisor Representative working at American Financial Advisors Inc. in Winter Park, FL and has over 4 years of experience in the finance industry.