Mary
Harris
The Ameriflex Group
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About this Advisor
Mary Harris is a financial advisor based in Phoenix, Arizona, working with The Ameriflex Group. Mary has previously held positions at Principal Securities Inc, Principal Life Insurance Company, Yelp Inc, Karma Sushi Bar And Grill, Flower Child, Northern Arizona University, Union Financial, Inc, Scott Harris Financial Group, Sagepoint Financial, Inc, The Ameriflex Group, and Osaic Wealth, Inc. Mary has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Mary 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
Mary Harris Work History
Osaic Wealth, Inc
Scott Harris Financial Group
The Ameriflex Group
Sagepoint Financial, Inc
Union Financial, Inc
Principal Securities Inc
Principal Life Insurance Company
Yelp Inc
Karma Sushi Bar And Grill
Flower Child
Northern Arizona University
Disclosures
Please visit the SEC profile of Mary Harris 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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