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Financial ADVSR advisor directory · SEC adviser records

The Ameriflex Group financial advisors in Sandiego, CA

Every SEC-registered investment adviser representative at a The Ameriflex Group office in Sandiego, A to Z.

The short answer

3 registered advisors work at The Ameriflex Group in Sandiego, out of 186 at the firm nationwide; it ranks number 1 in the city by advisors. 3 list the CFP designation and 3 are also registered broker representatives.

The Ameriflex Group advisors in Sandiego, A to Z

Every The Ameriflex Group advisor →
  • Tyler CohenCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
  • James R. LingelbachCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
  • Ciano B. VillaquiranCertified Financial Planner, Chartered Financial Consultant · 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 6Tempe, AZ 6Pittsford, NY 5Reno, NV 5Santa Barbara, CA 5Albuquerque, NM 4Fullerton, CA 4Metairie, LA 4Phoenix, AZ 4Carmel, IN 3Columbus, OH 3Lubbock, TX 3Pennington, NJ 3

Questions

How many financial advisors does The Ameriflex Group have in Sandiego?

3 investment adviser representatives are registered at The Ameriflex Group offices in Sandiego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 186 nationwide. 3 list the CFP designation and 3 are also registered as broker representatives.

Is The Ameriflex Group one of the largest advisor employers in Sandiego?

The Ameriflex Group ranks number 1 in Sandiego by registered advisors, ahead of every other firm.

How do I check a The Ameriflex Group advisor in Sandiego?

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.