Financial ADVSR advisor directory · SEC adviser records
The Ameriflex Group financial advisors in Tempe, AZ
Every SEC-registered investment adviser representative at a The Ameriflex Group office in Tempe, A to Z.
The short answer
6 registered advisors work at The Ameriflex Group in Tempe, out of 186 at the firm nationwide; it ranks number 12 in the city by advisors. 2 list the CFP designation and 6 are also registered broker representatives.
The Ameriflex Group advisors in Tempe, A to Z
Every The Ameriflex Group advisor →- Eric T. BaileyAlso a broker rep
- Cindy J. BryantAlso a broker rep
- Keith T. KleinCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Donald J. McAbierAlso a broker rep
- Tracie M. ReithmannAlso a broker rep
- Jakob WagnerCertified Financial Planner · Also a broker rep
The Ameriflex Group advisors in every city and state →The Ameriflex Group: assets, clients and custodians →Advisor Moves: who changed firms this week →
The Ameriflex Group advisors in other cities
Las Vegas, NV 47Englewood, CO 12Denver, CO 6Pittsford, NY 5Reno, NV 5Santa Barbara, CA 5Albuquerque, NM 4Fullerton, CA 4Metairie, LA 4Phoenix, AZ 4Carmel, IN 3Columbus, OH 3Lubbock, TX 3Pennington, NJ 3Rochester, NY 3
Other firms in Tempe
All Tempe advisors →J.P. Morgan Securities LLC 141Morgan Stanley 77LPL Financial LLC 55Edward Jones 51Florida Financial Advisors, LLC 34U.S. Bancorp Advisors, LLC 16John Hancock Investment Management LLC 14Cambridge Investment Research Advisors, Inc. 13Commonwealth Financial Network 6Martinsen Wealth Management 6State Farm Investment Management Corp. 6World Investment Advisors, LLC 6
Questions
How many financial advisors does The Ameriflex Group have in Tempe?
6 investment adviser representatives are registered at The Ameriflex Group offices in Tempe, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 186 nationwide. 2 list the CFP designation and 6 are also registered as broker representatives.
Is The Ameriflex Group one of the largest advisor employers in Tempe?
The Ameriflex Group ranks number 12 in Tempe by registered advisors; J.P. Morgan Securities LLC has the most, with 141.
How do I check a The Ameriflex Group advisor in Tempe?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the The Ameriflex Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.