Allen
Taylor

The Ameriflex Group

CRD#5231287
Investment Advisor
in Orange, CA

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About this Advisor

Allen Taylor is a financial advisor working out of Orange, California, with 3 years of industry experience. Taylor is on the advisory team at The Ameriflex Group. During their career, the advisor has held roles at Various Insurance Carriers For W&R Insurance Agencies, Allen S. Taylor, Allen Taylor, Girard Securities, Inc, Cetera Advisor Networks LLC, Newcastle Financial Advisors, Sagepoint Financial, Inc and The Ameriflex Group, Inc. Taylor has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in California and Texas. The Ameriflex Group is a financial advisory firm that has its headquarters in Las Vegas, NV. It has offices in 53 locations and a total of 85 financial advisors. It handles $3 billion in assets across its 6,588 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 32 charitable organizations. Of its 6,588 client accounts, 15% belong to high-net-worth clients who have at least $1 million in investable assets. The Ameriflex Group offers a broad set 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 for financial management typically vary depending on which services are offered. However, fee types charged by The Ameriflex Group likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

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

1045 Katella Ave. Suite 220
Orange, CA 92867

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The Ameriflex Group Brokerage Details

Total Assets Under Management

$3,423,013,375

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

85

CA Average: 10
Total Number of Accounts

6,588

CA Average: 1,698
Average Account Size

$519,583

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 Taylor Work History

Allen has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Sagepoint Financial, Inc

2020 - Present (4 years)

The Ameriflex Group, Inc

2015 - Present (9 years)

Newcastle Financial Advisors

2008 - Present (16 years)

Allen S. Taylor

2007 - Present (17 years)

Various Insurance Carriers For W&R Insurance Agencies

2005 - Present (19 years)

Allen Taylor

2017 - 2020 (3 years)

Cetera Advisor Networks LLC

2012 - 2017 (5 years)

Girard Securities, Inc

*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 Allen Taylor 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
Timothy Mcconnell
Las Vegas, NV
Andre Ramirez
Torrance, CA
Erick Krosky
Scottsdale, AZ
Steven Smailes
Las Vegas, NV
Shellissa Cassoday
Bandon, OR
Quintin Startzer
Englewood, CO
Marshall Moua
Las Vegas, NV

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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