Mendy
Morgan
The Ameriflex Group
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About this Advisor
Mendy Morgan is a financial advisor operating out of Delray Beach, Florida who has 1 year of relevant experience. Morgan works at The Ameriflex Group. During their career, the advisor has held roles at Regulus Advisors LLC, Regal Investment Advisors, LLC, Homemaker, Summit Brokerage Services, Inc, Summit Financial Group Inc, Cetera Advisor Networks LLC, Sagepoint Financial, Inc, The Ameriflex Group, Inc and Royal Securities Co. Morgan has Series 63, Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. The Ameriflex Group is a business based out of Las Vegas, NV. The firm has offices in 53 locations and a total of 85 advisors. It handles $3 billion in assets under management among its 6,588 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 32 charities and foundations. Of its 6,588 client accounts, 15% belong to high-net-worth investors who have greater than $1 million in investable assets. The advisory firm 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. A financial advisor's fees largely vary depending on the financial services. However, fee types billed by The Ameriflex Group most likely are 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
Mendy Morgan Work History
Mendy has been registered as a financial advisor for 1 years.*
Sagepoint Financial, Inc
The Ameriflex Group, Inc
Summit Brokerage Services, Inc
Summit Financial Group Inc
Cetera Advisor Networks LLC
Summit Brokerage Services, Inc
Summit Financial Group Inc
Homemaker
Regulus Advisors LLC
Regal Investment Advisors, LLC
Homemaker
Royal Securities Co
*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 Mendy Morgan 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
Lone Tree, CO
Torrance, CA
Las Vegas, NV
Las Vegas, NV
Columbus, OH
Englewood, 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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