Financial ADVSR advisor directory · SEC adviser records
The Ameriflex Group financial advisors in Santa Barbara, CA
Every SEC-registered investment adviser representative at a The Ameriflex Group office in Santa Barbara, A to Z.
The short answer
5 registered advisors work at The Ameriflex Group in Santa Barbara, out of 186 at the firm nationwide; it ranks number 24 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.
The Ameriflex Group advisors in Santa Barbara, A to Z
Every The Ameriflex Group advisor →- Brent R. AndersonChartered Financial Consultant · Also a broker rep
- Hannah M. BuschbomCertified Financial Planner · Also a broker rep
- Daniela DunneInvestment adviser rep
- Thomas J. GoodsonChartered Financial Consultant · Also a broker rep
- Diana Y. HeuAlso 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 5Albuquerque, NM 4Fullerton, CA 4Metairie, LA 4Phoenix, AZ 4Carmel, IN 3Columbus, OH 3Lubbock, TX 3Pennington, NJ 3Rochester, NY 3
Other firms in Santa Barbara
All Santa Barbara advisors →Mission Wealth Management, LP 46Wells Fargo Clearing Services, LLC 41Morgan Stanley 27Merrill Lynch, Pierce, Fenner & Smith Incorporated 23Centaurus Financial, Inc. 12LPL Financial LLC 12Strategic Advisers LLC 12UBS Financial Services Inc. 12Cerity Partners LLC 11Avalan, LLC 10Painted Porch Advisors LLC 10Channel Wealth, LLC 9
Questions
How many financial advisors does The Ameriflex Group have in Santa Barbara?
5 investment adviser representatives are registered at The Ameriflex Group offices in Santa Barbara, California, according to the SEC's Investment Adviser Public Disclosure records, out of 186 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Is The Ameriflex Group one of the largest advisor employers in Santa Barbara?
The Ameriflex Group ranks number 24 in Santa Barbara by registered advisors; Mission Wealth Management, LP has the most, with 46.
How do I check a The Ameriflex Group advisor in Santa Barbara?
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.