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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

The Ameriflex Group financial advisors in Florida

Every SEC-registered investment adviser representative at a The Ameriflex Group office in Florida, by city and A to Z.

The short answer

6 registered advisors work at The Ameriflex Group in Florida, out of 186 nationwide; it's the firm's number 8 state by advisors, and the most are in Lakewood Ranch (2). 0 list the CFP designation and 6 are also registered broker representatives.

The Ameriflex Group advisors by city in Florida

Every firm in Florida →

Lakewood Ranch 2Boca Raton 1Longboat Key 1Ocala 1

The Ameriflex Group advisors in Florida, A to Z

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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 50California 32Colorado 26Arizona 18New York 11New Jersey 7Texas 7New Mexico 5Massachusetts 4Louisiana 3Missouri 3Ohio 3South Carolina 3

Questions

How many The Ameriflex Group financial advisors are in Florida?

6 investment adviser representatives are registered at The Ameriflex Group offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 186 at the firm nationwide. 0 list the CFP designation and 6 are also registered as broker representatives.

Where in Florida does The Ameriflex Group have the most advisors?

Lakewood Ranch, with 2, then Boca Raton (1). The Ameriflex Group has advisors in 4 cities in Florida.

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

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.