The Ameriflex Group

The Ameriflex Group (CRD# 305585) is a financial advisory firm headquartered in Las Vegas, NV. They manage $6,522,387,220 in 16,327 accounts and serve the financial needs of clients across 40 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,522
    MILLION
  • Total Number of Accounts
    16,327
    ACCOUNTS
  • Average Account Value
    $399,485
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY

Financial Advisors at The Ameriflex Group
Showing 31 - 40 of 163 top financial advisors.
31
Lucas R. Dancy-Cabeal
CRD#: 5561661
602 Cooks Hills Rd., Mount Juliet, TN 37122

Lucas Dancy-Cabeal (CRD# 5561661) is an Investment Advisor Representative working at The Ameriflex Group in Mount Juliet, TN and has over 15 years of experience in the finance industry.

32
Catherine S. Deel
CRD#: 6128772
41856 Ivy St, Suite 113, Murrieta, CA 92562

Catherine Deel (CRD# 6128772) is an Investment Advisor Representative working at The Ameriflex Group in Murrieta, CA and has over 11 years of experience in the finance industry.

33
Shanan R. Doherty
CRD#: 4299805
226 S. 2nd Street, Sterling, CO 80751

Shanan Doherty (CRD# 4299805) is an Investment Advisor Representative working at The Ameriflex Group in Sterling, CO and has over 15 years of experience in the finance industry.

34
Dean D. Dowson
CRD#: 5321540
789 Sherman Street, Suite 550, Denver, CO 80203

Dean Dowson (CRD# 5321540) is an Investment Advisor Representative working at The Ameriflex Group in Denver, CO and has over 16 years of experience in the finance industry.

35
Shannon M. Drobny
CRD#: 5637826
26565 West Agoura Road, Suite 200, Calabasas, CA 91302

Shannon Drobny (CRD# 5637826) is an Investment Advisor Representative working at The Ameriflex Group in Calabasas, CA and has over 14 years of experience in the finance industry.

36
Jerome E. Etchegoyhen
CRD#: 1114356
500 Damonte Ranch Parkway, Suite 745, Reno, NV 89521

Jerome Etchegoyhen (CRD# 1114356) is an Investment Advisor Representative working at The Ameriflex Group in Reno, NV and has over 31 years of experience in the finance industry.

37
Brett W. Fallon
CRD#: 3200777
60 East Rio Salado Parkway, Suite 1201, Tempe, AZ 85281

Brett Fallon (CRD# 3200777) is an Investment Advisor Representative working at The Ameriflex Group in Tempe, AZ and has over 25 years of experience in the finance industry.

38
Kelly J. Famiglietta
CRD#: 4039508
5951 Jefferson Ct. Ne., Albuquerque, NM 87109

Kelly Famiglietta (CRD# 4039508) is an Investment Advisor Representative working at The Ameriflex Group in Albuquerque, NM and has over 24 years of experience in the finance industry.

39
Carl M. Fellhauer
CRD#: 719579
1525 N. Newport Rd, Colorado Springs, CO 80916

Carl Fellhauer (CRD# 719579) is an Investment Advisor Representative working at The Ameriflex Group in Colorado Springs, CO and has over 24 years of experience in the finance industry.

40
Michele A. Fortney-Leach
CRD#: 2140952
8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113

Michele Fortney-Leach (CRD# 2140952) is an Investment Advisor Representative working at The Ameriflex Group in Las Vegas, NV and has over 32 years of experience in the finance industry.

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