James
Burgett
The Ameriflex Group
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About this Advisor
James Burgett is a financial advisor working in Phoenix, Arizona with a total of 1 year of relevant experience. Burgett currently works for The Ameriflex Group. Throughout their career, they have worked at City Of Phoenix, Retired, Scott Harris, Principal Securities Inc, Sagepoint Financial, Inc and The Ameriflex Group. Burgett maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Arizona. The Ameriflex Group is a registered investment company based out of Las Vegas, NV. It has offices in 53 locations and a total of 85 financial advisors. It manages $3 billion in total assets across its 6,588 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 32 charities and foundations. Of its 6,588 client accounts, 15% belong to high-net-worth clients who have at least $1 million in assets. The firm offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules typically depend on the financial services provided. However, fees charged by The Ameriflex Group most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Ameriflex Group Brokerage Details
$3,423,013,375
85
6,588
$519,583
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
James has been registered as a financial advisor for 1 years.*
Sagepoint Financial, Inc
The Ameriflex Group
Scott Harris
Principal Securities Inc
Retired
City Of Phoenix
*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 James Burgett 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
Las Vegas, NV
Scottsdale, AZ
Torrance, CA
Las Vegas, NV
Lone Tree, CO
Las Vegas, NV
Huntington Beach, CA
Las Vegas, NV
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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