Summerlin Wealth Management Team - AmeriFlex.com

To learn more about the professional history of our financial advisors, please visit

To learn more about the professional history of our financial advisors, please visit

Summerlin Wealth Management Teamameriflex2023-07-07T17:23:02+00:00

SUMMERLIN WEALTH MANAGEMENT TEAM

Contact Us Now

Address:
1180 N. Town Center Dr.
Suite 100
Las Vegas, NV 89144
Phone:
(702) 945-2760
Or have one of our representatives contact you.

MEET THE WEALTH MANAGEMENT TEAM

Charlton Simons

CA Insurance Lic: 0M47984

Investment Advisor

Professional Me
Real Me

Professional Me

Charlton can be reached at:

Email: [email protected]
Direct Line: 702-945-2782

Mr. Simons specializes in retirement planning and investment planning. He designs retirement plans and investment advice solutions specific to each client’s financial situation. Prior to joining AmeriFlex®, Mr. Simons spent 24 years as a Financial Advisor at a Credit Union in Las Vegas. Mr. Simons previously worked with educators to reach their financial goals and is now looking forward to expanding his business to all professionals and those in need of help reaching their financial goals.

Mr. Simons earned his Bachelor’s degree from BYU, where he majored in Family Financial Planning. Mr. Simons holds the following FINRA securities licenses: Series, S24, S7, S65, S63, S22, S6 in addition to his Nevada and California Life Insurance licenses.

Real Me

Birthplace: Long Beach, CA

Hobbies: Golf

Passions: I love music and spending time with family.

Family life: Provide a helping hand to my 5 children and 3 grandchildren whenever possible.

Favorite quote: “Life can only be understood backwards; but must lived forwards…”

– Unknown

CORPORATE OFFICE:
8475 W Sunset Rd. Suite 101 Las Vegas, NV 89113
Phone: (702) 987-9730
Email: [email protected]
Web: AmeriFlex

CORPORATE OFFICE:
8485 W Sunset Rd. Suite 204 Las Vegas, NV 89113
Phone: (702) 987-9730
Email: [email protected]
Web: AmeriFlex

© Copyright 2018 – | AmeriFlex®. All Rights Reserved.

Securities offered through Osaic Wealth, Inc. member FINRA, SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, ME, MI, MN, NC, ND, NJ, NM, NV, NY, OH, OR, PR, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, ME, MI, MN, NC, ND, NJ, NM, NV, NY, OH, OR, PR, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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