Brent
Anderson
The Ameriflex Group
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About this Advisor
Brent Anderson is a financial advisor based in Santa Barbara, California, working with The Ameriflex Group. Brent has previously held positions at Brent R Anderson And Associates, Cetera Advisor Networks LLC, Sagepoint Financial, Inc, The Ameriflex Group, and Osaic Wealth, Inc. Brent has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Brent is part of The Ameriflex Group, which operates out of Santa Barbara, 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
Services Offered
Fee Structure
Office Location
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The Ameriflex Group Brokerage Details
$6,522,387,220
149
16,327
$399,485
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Brent Anderson Work History
The Ameriflex Group
Osaic Wealth, Inc
Brent R Anderson And Associates
Sagepoint Financial, Inc
Cetera Advisor Networks LLC
Disclosures
Please visit the SEC profile of Brent Anderson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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