Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

The Ameriflex Group financial advisors in Texas

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

The short answer

6 registered advisors work at The Ameriflex Group in Texas, out of 186 nationwide; it's the firm's number 8 state by advisors, and the most are in Lubbock (3). 0 list the CFP designation and 6 are also registered broker representatives.

The Ameriflex Group advisors by city in Texas

Every firm in Texas →

Lubbock 3Dallas 2Midland 1

The Ameriflex Group advisors in Texas, A to Z

Search by name →

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 52California 31Colorado 23Arizona 16New York 12Florida 6New Jersey 6New Mexico 5Louisiana 4Pennsylvania 4South Carolina 4Indiana 3Massachusetts 3Ohio 3

Questions

How many The Ameriflex Group financial advisors are in Texas?

6 investment adviser representatives are registered at The Ameriflex Group offices in Texas, 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 Texas does The Ameriflex Group have the most advisors?

Lubbock, with 3, then Dallas (2). The Ameriflex Group has advisors in 3 cities in Texas.

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

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.