Adviser and broker representative · The Ameriflex Group
Robert L. Holland Jr.
CRD 4850990 · Denver, CO
At a glance
Robert L. Holland Jr. is an investment adviser representative with The Ameriflex Group in Denver, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Robert’s SEC record dates to 2005, about 20 years ago. Robert is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- The Ameriflex GroupSince November 2024Denver, CO · $9.7B in regulatory assets
SEC adviser record
- Registered since
- 2005 (20 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Robert’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.