The AmeriFlex Group® Continues Affiliation Model with Sarasota, FL Office
Henry (Hank) Kochan partners with The AmeriFlex Group®
The AmeriFlex Group®: Launches SuccessionFlex®
The AmeriFlex Group® Launches SuccessionFlex®, A Succession Planning Program for Seasoned Financial Advisors
The AmeriFlex Group® Continues Expansion With Denver, Colorado Office
The AmeriFlex Group®, headquartered in Las Vegas, NV recently expanded its network of Transitional Wealth Planners. Founded by Tad Lyle and Dustin Carr, their firm “Planning Resources” brings a combined 50+ years in the financial services industry.
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® Las Vegas, NV – 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® Las Vegas, NV – 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 Affiliation Model With Lebanon And Mt. Juliet, Tennessee Offices
Jeff McNaney and Lucas Dancy-Cabeal partner with The AmeriFlex Group® Las Vegas, NV October 27, 2023 – The AmeriFlex Group®, headquartered in Las Vegas, NV recently expanded their network of...
The AmeriFlex Group® Continues Affiliation Model With Pennington, NJ Office
Christina Nash, CFP, Jodi Viaud, CFP and Bill Stolow, CFP partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group® recently expanded their network of Transitional Wealth Planners....
The AmeriFlex Group® Continues Affiliation Model with Lubbock and Midland, TX Offices
Dennis Wall, Preston Tharp and Wade Cross of Intuitive Solutions, with offices in Lubbock and Midland, TX partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group® (TAG),...
Recruitment Roundup: Dynasty, Cetera, Commonwealth, Oppenheimer And More
Chris Latham / Wealth Solutions Report
...The AmeriFlex Group® Continues Affiliation Model with Williamsville, NY Office
Daniel Kautz & Jeffrey Buckley partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group® recently expanded their network of Transitional Wealth Planners. With nearly 40 years of...
The AmeriFlex Group® Continues Affiliation Model With Price, UT Office
Van Mays, CFP®, CDFA® Garrett Gibson, CRPC® Van Mays, CFP®, CDFA® and Garrett Gibson, CRPC® partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las...
The AmeriFlex Group® is Now Home to over 100 Financial Advisors across 14 States, Overseeing $6.5 Billion in Client Assets
Innovative Programs like SuccessionFlex™ and AmeriFlex Premier+ Support the Advisor-Owned Hybrid RIA’s Sustained Growth Since Founding in July 2019 LAS VEGAS, June 27, 2023 — The AmeriFlex Group®, a rapidly growing, advisor-owned...