Daniel
Campbell
The Ameriflex Group
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About this Advisor
Daniel Campbell is a financial advisor operating in Huntington Beach, California, with a total of 2 years of relevant experience. Campbell currently works for The Ameriflex Group. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Independent Financial Group, Sagepoint Financial, Inc and The Ameriflex Group. Campbell maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Texas. The Ameriflex Group is a registered investment firm operating out of Las Vegas, NV. The firm has offices in 53 locations and a total of 85 advisors. It manages $3 billion in assets across its 6,588 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 32 charitable organizations. Of its 6,588 accounts, 15% are held by high-net-worth investors who have more than $1 million in investable assets. The Ameriflex Group offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees typically are based on which service is offered. Fee types charged by The Ameriflex Group likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Daniel Campbell Work History
Daniel has been registered as a financial advisor for 2 years.*
Sagepoint Financial, Inc
The Ameriflex Group
Independent Financial Group
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
*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 Daniel Campbell 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
Torrance, CA
Las Vegas, NV
Scottsdale, AZ
Delray Beach, FL
Huntington Beach, CA
Tucson, AZ
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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