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The Ameriflex Group financial advisors in California
Every SEC-registered investment adviser representative at a The Ameriflex Group office in California, by city and A to Z.
The short answer
32 registered advisors work at The Ameriflex Group in California, out of 186 nationwide; it's the firm's number 2 state by advisors, and the most are in Santa Barbara (6). 16 list the CFP designation and 30 are also registered broker representatives.
The Ameriflex Group advisors by city in California
Every firm in California →Santa Barbara 6Fullerton 4Sandiego 3Brea 2Orange 2Roseville 2Sacramento 2Torrance 2Westlake Village 2Bakersfield 1Calabasas 1Carlsbad 1Glendale 1La Mesa 1Livermore 1Manhattan Beach 1
The Ameriflex Group advisors in California, A to Z
Search by name →- Brent R. AndersonSanta Barbara · Chartered Financial Consultant
- Julia AndrewsCalabasas
- Haldun ArinRoseville
- Leah J. BelfioreFullerton
- Raz BrachaBrea · Certified Financial Planner
- Hannah M. BuschbomSanta Barbara · Certified Financial Planner
- Daniel S. CampbellFullerton · Certified Financial Planner
- Ryan CastroBakersfield
- Scott A. ChelbergCarlsbad · Certified Financial Planner
- Stephen D. ChipmanLivermore
- Tyler CohenSandiego · Certified Financial Planner, Chartered Financial Consultant
- Daniela DunneSanta Barbara
- Rylan P. FoltsManhattan Beach
- Thomas J. GoodsonSanta Barbara · Chartered Financial Consultant
- Charles H. HarrisonRoseville · Certified Financial Planner
- Anne M. HasbrookSacramento
- Diana Y. HeuSanta Barbara
- Allen HsuTorrance
- James R. LingelbachSandiego · Certified Financial Planner, Chartered Financial Consultant
- Joseph J. LutzLa Mesa · Certified Financial Planner
- Andrew S. MancusoTorrance · Certified Financial Planner
- Michael Ray A. NortonWestlake Village
- Laura H. PajakSacramento · Certified Financial Planner
- Leah M. PattisonBrea · Certified Financial Planner
- Timothy G. RedmondFullerton · Certified Financial Planner
- Arnold SamuelWestlake Village
- Samantha D. SennettSanta Barbara · Certified Financial Planner
- Allen S. TaylorOrange
- Sherry J. TaylorOrange
- Ciano B. VillaquiranSandiego · Certified Financial Planner, Chartered Financial Consultant
- Frank A. VirgallitoGlendale · Certified Financial Planner
- Jonathan WhitmoreFullerton · Certified Financial Planner
The Ameriflex Group advisors in every state →The Ameriflex Group: assets, clients and custodians →Advisor Moves: who changed firms this week →
The Ameriflex Group in other states
Nevada 50Colorado 26Arizona 18New York 11New Jersey 7Texas 7Florida 5New Mexico 5Massachusetts 4Louisiana 3Missouri 3Ohio 3South Carolina 3
Questions
How many The Ameriflex Group financial advisors are in California?
32 investment adviser representatives are registered at The Ameriflex Group offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 186 at the firm nationwide. 16 list the CFP designation and 30 are also registered as broker representatives.
Where in California does The Ameriflex Group have the most advisors?
Santa Barbara, with 6, then Fullerton (4). The Ameriflex Group has advisors in 16 cities in California.
How do I check a The Ameriflex Group advisor in California?
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.