Arnold
Samuel
The Ameriflex Group
Answer a few questions and
get matched with an advisor.
About this Advisor
Arnold Samuel is a financial advisor working in Westlake Village, California with 3 years of industry experience. Samuel is currently employed by The Ameriflex Group. Over the course of their career, they have held roles at Wedbush Morgan Securities, Sagepoint Financial, Inc and The Ameriflex Group, Inc. Samuel holds Series 63 and Series 66 licenses, designating them as a securities broker, and can operate in California and Texas. The Ameriflex Group is an advisory company headquartered in Las Vegas, NV. The company has offices in 53 locations and a total of 85 financial advisors. It manages $3 billion in assets across its 6,588 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 32 charitable organizations. Of its 6,588 client accounts, 15% are held by high-net-worth investors who have greater than $1 million in investable assets. The business offers 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. A financial advisor's fee schedules typically are based on the type of services. Fees billed by The Ameriflex Group likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Arnold Samuel Work History
Arnold has been registered as a financial advisor for 3 years.*
The Ameriflex Group, Inc
Sagepoint Financial, Inc
Wedbush Morgan Securities
*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 Arnold Samuel 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
Scottsdale, AZ
Torrance, CA
Long Beach, CA
Tucson, AZ
Englewood, 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
