Mendy Ann Morgan
Investment adviser representative at The Ameriflex Group
14 yearsExperience
1 stateRegistered 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.
- Cambridge Investment Research, Inc.Jun 2025 to now
- The Ameriflex Group, Inc.Feb 2022 to now
- Osaic Wealth, Inc.Sep 2023 to Jun 2025
- Sagepoint Financial, Inc.Feb 2022 to Sep 2023
- Summit Financial Group IncSep 2019 to May 2021
- Cetera Advisor Networks LLCJan 2019 to Feb 2022
- Summit Brokerage Services, Inc.Jan 2019 to Sep 2019
- HomemakerAug 2018 to Jan 2019
- Summit Brokerage Services, Inc.Jun 2018 to Aug 2018
- Summit Financial Group IncJun 2018 to Aug 2018
- HomemakerAug 2017 to Jun 2018
- Regal Investment Advisors, LLCJan 2017 to Aug 2017
- Regulus Advisors LLCJan 2017 to Aug 2017
- Royal Securities Co.Jan 2012 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4152738
- Firm CRD
- 305585