David
Hughes
The Ameriflex Group
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About this Advisor
David Hughes is a financial advisor who works in Thousand Oaks, California. Hughes is an employee of The Ameriflex Group. Their career trajectory has included roles at Wells Fargo Advisors LLC, Kestra Private Wealth Services, LLC, Kestra Investment Services, LLC, Nbc Securities Inc, Sagepoint Financial, Inc and The Ameriflex Group. Hughes maintains Series 63 and Series 65 licenses, designating 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 company headquartered in Las Vegas, NV. It has offices in 53 locations and a total of 85 employees. It controls $3 billion in assets under management between its 6,588 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 32 charities and foundations. Of its 6,588 accounts, 15% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The Ameriflex Group has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on which services the firm provides the client. Fees billed by The Ameriflex Group can be comprised of some combination of 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
David Hughes Work History
David has been registered as a financial advisor for 0 years.*
Sagepoint Financial, Inc
The Ameriflex Group
Nbc Securities Inc
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLC
Wells Fargo Advisors LLC
*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 David Hughes 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
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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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