Scott
Harris

The Ameriflex Group

CRD#2649456
Investment Advisor
in Phoenix, AZ

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About this Advisor

Scott Harris is a certified financial planner operating out of Phoenix, Arizona with 1 year of industry experience. Harris is on the advisory team at The Ameriflex Group. Throughout their career, they have worked at Principal Securities Inc, Principal Life Insurance Company, Scott Harris Financial Group, The Ameriflex Group, Lucca/Harris Wealth Management, Harris Financial Group and Sagepoint Financial, Inc. Harris maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona and Texas. The Ameriflex Group is a business operating out of Las Vegas, NV. The company has offices in 53 locations and a total of 85 people on staff. It oversees $3 billion in total assets between its 6,588 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 32 charities and foundations. Of its 6,588 accounts, 15% are held by high-net-worth investors who have more than $1 million in investable assets. The Ameriflex Group has 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. Fees charged by financial advisors largely vary depending on the services. However, fees charged by The Ameriflex Group most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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

$3,423,013,375

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

85

AZ Average: 10
Total Number of Accounts

6,588

AZ Average: 1,698
Average Account Size

$519,583

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

Scott Harris Work History

Scott has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Scott Harris Financial Group

2022 - Present (2 years)

The Ameriflex Group

2022 - Present (2 years)

Sagepoint Financial, Inc

2022 - 2022 (< 1 year)

Harris Financial Group

2017 - 2018 (1 year)

Lucca/Harris Wealth Management

2009 - 2022 (13 years)

Principal Securities Inc

2009 - 2022 (13 years)

Principal Life Insurance Company

*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 Scott 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

Brian Mcconnell
Lone Tree, CO
Erick Krosky
Scottsdale, AZ
Andre Ramirez
Torrance, CA
Timothy Mcconnell
Las Vegas, NV
Steven Smailes
Las Vegas, NV
Shellissa Cassoday
Bandon, OR
Derrick Sweeney
Columbus, OH
Derek Pilkington
Sterling, CO

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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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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