Dustin
Carr
The Ameriflex Group
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About this Advisor
Dustin Carr is a financial advisor operating out of Englewood, Colorado who has 2 years of industry experience. Carr is currently employed by The Ameriflex Group. Throughout their career, they have worked at Principal Life Insurance Company, Princor Financial Services Corporation, Planning Resources Inc, Sagepoint Financial, Inc, The Ameriflex Group, Inc and Principal Securities Inc. Carr holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Colorado and Texas. The Ameriflex Group is a financial advisory business operating out of Las Vegas, NV. It has offices in 53 locations and a total of 85 financial advisors. It oversees $3 billion in total assets across its 6,588 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to 32 charities and foundations. Of its 6,588 client accounts, 15% are held by high-net-worth investors who have at least $1 million in assets available to invest. The Ameriflex Group has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees are based on which service is provided. Fees charged by The Ameriflex Group can include 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
Dustin Carr Work History
Dustin has been registered as a financial advisor for 2 years.*
Sagepoint Financial, Inc
The Ameriflex Group, Inc
Planning Resources Inc
Principal Securities Inc
Principal Life Insurance Company
Princor Financial Services Corporation
*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 Dustin Carr 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
Las Vegas, NV
Lone Tree, CO
Torrance, CA
Scottsdale, AZ
Las Vegas, NV
Las Vegas, NV
Sterling, CO
Las Vegas, NV
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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