Mark Miller
Investment adviser representative at The Ameriflex Group
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- The Ameriflex GroupJan 2026 to now
- Cambridge Investment Research, Inc.Jan 2026 to now
- Kestra Advisory Services,LLCJan 2024 to Jan 2026
- Kestra Investment ServicesJul 2023 to Jan 2026
- BalanceJul 2022 to Jul 2023
- Smartpath Advisors, LLCJun 2021 to Oct 2021
- Zeiders EnterprisesMar 2017 to Jul 2022
- AskafsAug 2016 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (SC).
The Ameriflex Group
Legal name: The Ameriflex Group, Inc.
$9.7BAssets managed
16,203Clients
212Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1852556
- Firm CRD
- 305585