Mary
Harris
The Ameriflex Group
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About this Advisor
Mary Harris is a financial advisor based out of Phoenix, Arizona who has 1 year of industry experience. Harris is an advisor for The Ameriflex Group. Throughout their career, they have worked 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 and The Ameriflex Group. Harris holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arizona. The Ameriflex Group is a registered investment business that has its headquarters in Las Vegas, NV. It has offices in 53 locations and a total of 85 financial advisors. It administers $3 billion in assets under management between its 6,588 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 32 charitable organizations. Of its 6,588 customer accounts, 15% belong to high-net-worth individuals who have at least $1 million in assets. The Ameriflex Group provides a number 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 fees are based on which service is offered. Fees charged by The Ameriflex Group most likely consist of any combination 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
Mary Harris Work History
Mary has been registered as a financial advisor for 1 years.*
Scott Harris Financial Group
Sagepoint Financial, Inc
The Ameriflex Group
Union Financial, Inc
Principal Securities Inc
Principal Life Insurance Company
Yelp Inc
Karma Sushi Bar And Grill
Flower Child
Northern Arizona University
*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 Mary Harris 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
Lone Tree, CO
Las Vegas, NV
Las Vegas, NV
Torrance, CA
Scottsdale, AZ
Huntington Beach, CA
Bandon, OR
Long Beach, CA
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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