James
Burgett
The Ameriflex Group
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About this Advisor
James Burgett is a financial advisor based in Phoenix, Arizona, working with The Ameriflex Group. James has previously held positions at City Of Phoenix, Retired, Scott Harris, Principal Securities Inc, Sagepoint Financial, Inc, The Ameriflex Group, and Osaic Wealth, Inc. James has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, James is part of The Ameriflex Group, which operates out of Phoenix, Arizona. The firm has 81 offices and 149 employees. The firm manages assets totaling $6.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at The Ameriflex Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Ameriflex Group Brokerage Details
$6,522,387,220
149
16,327
$399,485
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
James Burgett Work History
Osaic Wealth, Inc
The Ameriflex Group
Scott Harris
Sagepoint Financial, Inc
Principal Securities Inc
Retired
City Of Phoenix
Disclosures
Please visit the SEC profile of James Burgett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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