Bradley
Griffiths

The Ameriflex Group

CRD#6545034
Investment Advisor
in Whittier, CA

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About this Advisor

Bradley Griffiths is a financial advisor operating in Whittier, California. Griffiths is an advisor for The Ameriflex Group. During their career, the advisor has held roles at Edward Jones, Bbc Family Homes LLC, Righturn Inc, Strategically Connected, Biola University, Hedgehog & Owl, Securian Financial Services Inc, Tax And Financial Group, Minnesota Life Insurance Co, Tax & Financial Group, Kcs Wealth Advisory, Royal Alliance Associates, Inc, Sagepoint Financial, Inc and The Ameriflex Group. Griffiths holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Nevada. The Ameriflex Group is a financial advisory company operating out of Las Vegas, NV. It has offices in 53 locations and a total of 85 financial advisors. It administers $3 billion in assets under management between its 6,588 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 32 charities and foundations. Of its 6,588 client accounts, 15% are held by high-net-worth individuals who have greater than $1 million in assets. The company provides 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. Financial management fee schedules usually depend on which service is provided. However, fee types charged by The Ameriflex Group can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 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

Whittier, CA

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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

Bradley Griffiths Work History

Bradley has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Sagepoint Financial, Inc

2023 - Present (1 year)

The Ameriflex Group

2014 - Present (10 years)

Hedgehog & Owl

2020 - 2023 (3 years)

Royal Alliance Associates, Inc

2019 - 2019 (< 1 year)

Securian Financial Services Inc

2019 - 2019 (< 1 year)

Minnesota Life Insurance Co

2019 - 2019 (< 1 year)

Tax & Financial Group

2019 - 2020 (1 year)

Kcs Wealth Advisory

2016 - 2019 (3 years)

Securian Financial Services Inc

2016 - 2019 (3 years)

Tax And Financial Group

2015 - 2016 (1 year)

Edward Jones

2015 - 2015 (< 1 year)

Strategically Connected

2014 - 2015 (1 year)

Bbc Family Homes LLC, Righturn Inc

2001 - 2014 (13 years)

Biola University

*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 Bradley Griffiths 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
Timothy Mcconnell
Las Vegas, NV
Steven Smailes
Las Vegas, NV
Andre Ramirez
Torrance, CA
Marshall Moua
Las Vegas, NV
Mendy Morgan
Delray Beach, FL
Daniel Campbell
Huntington Beach, CA

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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