Jeffrey
Mcnaney
The Ameriflex Group
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About this Advisor
Jeffrey Mcnaney is a financial advisor based in Lebanon, Tennessee, working with The Ameriflex Group. Jeffrey has previously held positions at Principal Life Insurance Company, Princor Financial Services Corp, Studio 9 Financial & Insurance Services, Principal Securities Inc, Osaic, and The Ameriflex Group. Jeffrey has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, Jeffrey is part of The Ameriflex Group, which operates out of Lebanon, Tennessee. 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
Services Offered
Fee Structure
Office Location
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The Ameriflex Group Brokerage Details
$6,522,387,220
149
16,327
$399,485
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jeffrey Mcnaney Work History
Osaic
The Ameriflex Group
Studio 9 Financial & Insurance Services
Principal Securities Inc
Principal Life Insurance Company
Princor Financial Services Corp
Disclosures
Please visit the SEC profile of Jeffrey Mcnaney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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