AmeriFlex News
The AmeriFlex Group® Welcomes Three Southern California-Based Practices
The practices include five financial advisors that collectively oversee over $507 million in client assets, bringing The AmeriFlex Group’s total assets under administration to more than $4 billion. This expansion builds on the AmeriFlex Group’s recent momentum in Southern California and the western United States.
The AmeriFlex Group®: Disrupting the Traditional Super-OSJ Model
Thomas Goodson at The AmeriFlex Group® Discusses Why the Traditional Super-OSJ Model Has Run Its Course – And Why the Hybrid RIA Group Model Will Replace It
The AmeriFlex Group®: Continues Affiliation Model with 14th Affiliated California Office
M. Scott Huddleston, CLU®, ChFC® of Newcastle Financial Advisors in Orange County, CA partners with The AmeriFlex Group®
The AmeriFlex Group®: Continues Affiliation Model with 13th Affiliated California Office
Allen Taylor & Sherry Taylor of Newcastle Financial Advisors in Orange County, CA partner with The AmeriFlex Group®
The AmeriFlex Group®: Continues Affiliation Model with 12th Affiliated California Office
Timothy G. Redmond, CFP®, AIF®, CKA® of Orange County, CA partners with The AmeriFlex Group®
The AmeriFlex Group®: Continues Growth of Affiliation Model with Reno, Nevada Office
Enid A. Oliver, ChFC®, CLTC®, Rick Wickes, CFP®, AAMS® and Joey Mecham, CLTC® partner with The AmeriFlex Group®
The AmeriFlex Group®: Continues Growth of Affiliation Model with Denver, Colorado Office
Andrew Blunt, CFP®, AAMS, Heather Litz Pacheco, CFP®, AAMS, and Dean Dowson of Denver partner with The AmeriFlex Group®
The AmeriFlex Group®: Continues Affiliation Model with Carlsbad, California Office
Scott Chelberg, CFP® partners with The AmeriFlex Group®