Christina
King

The Ameriflex Group

CRD#6728357
Investment Advisor
in St Petersburg, FL

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About this Advisor

Christina King is a financial advisor based in St Petersburg, Florida, working with The Ameriflex Group. Christina has previously held positions at Raymond James Tax Credit Funds, Inc, Kh Law Florida, Courigan Irish Bar, State Theater, Raymond James & Associates, Inc, Osaic Wealth, Inc, Sagepoint Financial, Osaic, 400 Beach Seafood & Taphouse, and The Ameriflex Group. Christina has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Christina is part of The Ameriflex Group, which operates out of St Petersburg, Florida. The firm has 81 offices and 149 employees. The firm manages assets totaling $6.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at The Ameriflex Group includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

St Petersburg, FL

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The Ameriflex Group Brokerage Details

Total Assets Under Management

$6,522,387,220

FL Average: $664,206,839
Total Number of Employees

149

FL Average: 10
Total Number of Accounts

16,327

FL Average: 1,698
Average Account Size

$399,485

FL Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Christina King Work History

2024 - Present (0 year)

Osaic

2024 - Present (0 year)

The Ameriflex Group

2023 - Present (1 year)

Osaic Wealth, Inc

2022 - 2023 (1 year)

Sagepoint Financial

2016 - 2018 (2 years)

Raymond James Tax Credit Funds, Inc

2016 - 2022 (6 years)

Raymond James & Associates, Inc

2015 - 2016 (1 year)

Kh Law Florida

2015 - 2015 (< 1 year)

Courigan Irish Bar

2014 - 2015 (1 year)

State Theater

2014 - 2014 (< 1 year)

400 Beach Seafood & Taphouse

Disclosures

Please visit the SEC profile of Christina King 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

Christian Lemke
Las Vegas, NV
Quy Nguyen
Auburn, WA
Preston Tharp
Lubbock, TX
Andre Ramirez
Torrance, CA
Jesse Shepherd
Fort Wayne, IN
Winston Waring
Scottsdale, AZ
Donald Buckley
Buffalo, NY
Dean Dowson
Denver, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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