The AmeriFlex Group®: Launches SuccessionFlex®
The AmeriFlex Group® Launches SuccessionFlex®, A Succession Planning Program for Seasoned Financial Advisors
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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®
Enid A. Oliver, ChFC®, CLTC®, Rick Wickes, CFP®, AAMS® and Joey Mecham, CLTC® partner with The AmeriFlex Group®
Andrew Blunt, CFP®, AAMS, Heather Litz Pacheco, CFP®, AAMS, and Dean Dowson of Denver partner with The AmeriFlex Group® Las Vegas, NV April 29, 2020
Scott Chelberg, CFP® partners with The AmeriFlex Group®
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