Mary
Harris

The Ameriflex Group

CRD#7184607
Investment Advisor
in Phoenix, AZ

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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

Series 66

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

2355 E. Camelback Road Suite 501
Phoenix, AZ 85016

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The Ameriflex Group Brokerage Details

Total Assets Under Management

$6,522,387,220

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

149

AZ Average: 10
Total Number of Accounts

16,327

AZ Average: 1,698
Average Account Size

$399,485

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

Mary Harris Work History

2023 - Present (1 year)

Osaic Wealth, Inc

2022 - Present (2 years)

Scott Harris Financial Group

2022 - Present (2 years)

The Ameriflex Group

2022 - 2023 (1 year)

Sagepoint Financial, Inc

2021 - 2022 (1 year)

Union Financial, Inc

2020 - 2022 (2 years)

Principal Securities Inc

2019 - 2022 (3 years)

Principal Life Insurance Company

2016 - 2019 (3 years)

Yelp Inc

2015 - 2015 (< 1 year)

Karma Sushi Bar And Grill

2015 - 2015 (< 1 year)

Flower Child

2012 - 2015 (3 years)

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.

Financial Advisors at The Ameriflex Group

Winston Waring
Scottsdale, AZ
Dean Dowson
Denver, CO
Christina King
St Petersburg, FL
Donald Buckley
Buffalo, NY
Roger Olson
Fort Collins, CO
Jesse Shepherd
Fort Wayne, IN
Shellissa Cassoday
Bandon, OR
Noah Weinstein
Jamestown, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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