The AmeriFlex Group® Continues Affiliation Model With Marlton, NJ Office
Brett Straub, CFP®, RICP®, CLU®, ChFC® and Stephanie Wade, AIF®, RICP® partner with The AmeriFlex Group®
Call Today! (702) 987-9730 | Email Us
Call Today! (702) 987-9730 | Email Us
Brett Straub, CFP®, RICP®, CLU®, ChFC® and Stephanie Wade, AIF®, RICP® partner with The AmeriFlex Group®
The addition of these advisors and practices brings The AmeriFlex Group’s total assets under administration to more than $5.6 billion. This expansion builds on the AmeriFlex Group’s recent momentum in California and the Mountain Western region.
Henry (Hank) Kochan partners with The AmeriFlex Group®
The AmeriFlex Group® Launches SuccessionFlex®, A Succession Planning Program for Seasoned Financial Advisors
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 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.
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
M. Scott Huddleston, CLU®, ChFC® of Newcastle Financial Advisors in Orange County, CA partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®
Allen Taylor & Sherry Taylor of Newcastle Financial Advisors in Orange County, CA partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®
Timothy G. Redmond, CFP®, AIF®, CKA® of Orange County, CA partners with The AmeriFlex Group®