Chad
Leigh
The Ameriflex Group
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About this Advisor
Chad Leigh is a financial advisor who works out of Englewood, Colorado who has 1 year of relevant experience. Leigh is an employee of The Ameriflex Group. Throughout their career, they have worked at Nfp Securities, Inc, Ersi, Kestra Advisory Services, LLC, Sagepoint Financial, Inc, The Ameriflex Group and Kestra Investment Services, LLC. Leigh maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Colorado. The Ameriflex Group is an advisory firm headquartered in Las Vegas, NV. The company has offices in 53 locations and a total of 85 people on staff. It controls $3 billion in assets under management between its 6,588 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 32 charities and foundations. Of its 6,588 customer accounts, 15% are held by high-net-worth investors who have greater than $1 million in assets. The Ameriflex Group performs 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 for financial management usually vary depending on which services the firm provides the client. Fee types billed by The Ameriflex Group likely are comprised of any 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
Chad Leigh Work History
Chad has been registered as a financial advisor for 1 years.*
Sagepoint Financial, Inc
The Ameriflex Group
Ersi
Kestra Advisory Services, LLC
Nfp Securities, Inc
Kestra Investment Services, 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 Chad Leigh 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
Torrance, CA
Scottsdale, AZ
Las Vegas, NV
Lone Tree, CO
Las Vegas, NV
Englewood, CO
Huntington Beach, CA
Sterling, 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.
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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.
