Cindy
Bryant

The Ameriflex Group

CRD#2681414
Investment Advisor
in Tempe, AZ

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About this Advisor

Cindy Bryant is a financial advisor based out of Tempe, Arizona who has 4 years of industry experience. Bryant works at The Ameriflex Group. During their career, the advisor has held roles at Sagepoint Financial, Inc and The Ameriflex Group, Inc. Bryant maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to operate in Arizona. The Ameriflex Group is a registered investment firm that has its headquarters in Las Vegas, NV. The firm has offices in 53 locations and a total of 85 employees. It administers $3 billion in assets between its 6,588 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 32 charitable organizations. Of its 6,588 accounts, 15% are associated with high-net-worth individuals who have more than $1 million in assets. The Ameriflex Group performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically depend on which services are provided. However, fees billed by The Ameriflex Group most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

60 East Rio Salado Parkway Suite 1201
Tempe, AZ 85281

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The Ameriflex Group Brokerage Details

Total Assets Under Management

$3,423,013,375

AZ Average: $664,206,839
Total Number of Employees

85

AZ Average: 10
Total Number of Accounts

6,588

AZ Average: 1,698
Average Account Size

$519,583

AZ Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Cindy Bryant Work History

Cindy has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

The Ameriflex Group, Inc

2009 - Present (15 years)

Sagepoint Financial, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Cindy Bryant to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Ameriflex Group

Erick Krosky
Scottsdale, AZ
Brian Mcconnell
Lone Tree, CO
Steven Smailes
Las Vegas, NV
Timothy Mcconnell
Las Vegas, NV
Andre Ramirez
Torrance, CA
Derrick Sweeney
Columbus, OH
Marshall Moua
Las Vegas, NV
Mendy Morgan
Delray Beach, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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