Allen
Hsu

The Ameriflex Group

CRD#7769785
Investment Advisor
in Torrance, CA

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About this Advisor

Allen Hsu is a financial advisor based in Torrance, California, working with The Ameriflex Group. Allen has previously held positions at Disability, Osaic, Osaic Wealth, Inc, and The Ameriflex Group. Allen has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Allen is part of The Ameriflex Group, which operates out of Torrance, California. 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

3858 Carson Street Suite 201
Torrance, CA 90503

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The Ameriflex Group Brokerage Details

Total Assets Under Management

$6,522,387,220

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

149

CA Average: 10
Total Number of Accounts

16,327

CA Average: 1,698
Average Account Size

$399,485

CA 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

Allen Hsu Work History

2024 - Present (0 year)

The Ameriflex Group

2023 - Present (1 year)

Osaic

2023 - Present (1 year)

Osaic Wealth, Inc

2013 - Present (11 years)

Disability

Disclosures

Please visit the SEC profile of Allen Hsu 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

Shellissa Cassoday
Bandon, OR
Preston Tharp
Lubbock, TX
Roger Olson
Fort Collins, CO
Quy Nguyen
Auburn, WA
Andre Ramirez
Torrance, CA
Winston Waring
Scottsdale, AZ
Donald Buckley
Buffalo, NY
Christina King
St Petersburg, FL

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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