Sherry
Taylor
The Ameriflex Group
Answer a few questions and
get matched with an advisor.
About this Advisor
Sherry Taylor is a financial advisor based in Orange, California who has 3 years of relevant experience. Taylor is on the advisory team at The Ameriflex Group. Their career trajectory has included roles at Various Insurance Carriers, Sherry Taylor, Orange County Children'S Therapeutic Arts Center, Girard Securities Inc, Cetera Advisor Networks LLC, Sagepoint Financial, Inc, The Ameriflex Group, Inc and Newcastle Financial Advisors. Taylor holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in California and Texas. The Ameriflex Group is a financial advisory firm that has its headquarters in Las Vegas, NV. The firm has offices in 53 locations and a total of 85 advisors. It oversees $3 billion in assets between its 6,588 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 32 charities and foundations. Of its 6,588 accounts, 15% are held by high-net-worth individuals who have more than $1 million in investable assets. The firm provides a diverse range 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 fees usually depend on which services the firm provides the client. Fee types charged by The Ameriflex Group can consist 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
Sherry Taylor Work History
Sherry has been registered as a financial advisor for 3 years.*
Sagepoint Financial, Inc
The Ameriflex Group, Inc
Various Insurance Carriers
Newcastle Financial Advisors
Sherry Taylor
Cetera Advisor Networks LLC
Orange County Children'S Therapeutic Arts Center
Girard Securities Inc
*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 Sherry Taylor 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
Scottsdale, AZ
Torrance, CA
Las Vegas, NV
Lone Tree, CO
Las Vegas, NV
Las Vegas, NV
Albuquerque, NM
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.
