William George Pendleton
Investment adviser representative at The Ameriflex Group
14 yearsExperience
2 statesRegistered in
$9.7BFirm assets
6 yearsFirm in business
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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
14 years in the industry.
- The Ameriflex GroupJul 2026 to now
- Cambridge Investment Research, Inc.Jul 2026 to now
- The O.N. Equity Sales CompanyMar 2017 to Jul 2026
- Parkland Securities, LLCAug 2014 to Feb 2017
- Ohio National Financial ServicesJul 2012 to Jul 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
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
- 1946333
- Firm CRD
- 305585