James
Underhill
The Ameriflex Group
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About this Advisor
James Underhill is a certified financial planner based in Las Vegas, Nevada with 3 years of industry experience. Underhill is currently employed by The Ameriflex Group. Over the course of their career, they have held roles at Voya Financial Advisors, Ing Financial Partners, Inc, Underhill Financial Advisors, LLC, The Ameriflex Group, Inc and Sagepoint Financial, Inc. Underhill has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Arizona and Texas. The Ameriflex Group is a registered investment company operating out of Las Vegas, NV. It has offices in 53 locations and a total of 85 advisors. It controls $3 billion in total assets between its 6,588 client accounts, placing it among the largest firms in the nation by assets under management. The firm serves 32 charities and foundations. Of its 6,588 client accounts, 15% belong to high-net-worth individuals who have at least $1 million in investable assets. The Ameriflex Group provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services usually depend on which services the firm provides the client. However, fee types billed by The Ameriflex Group can include 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
James Underhill Work History
James has been registered as a financial advisor for 3 years.*
The Ameriflex Group, Inc
Sagepoint Financial, Inc
Underhill Financial Advisors, LLC
Voya Financial Advisors
Ing Financial Partners, 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 James Underhill 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
Lone Tree, CO
Las Vegas, NV
Scottsdale, AZ
Las Vegas, NV
Torrance, CA
Phoenix, AZ
Englewood, CO
Columbus, OH
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.
