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Christina Leona Frey

Investment adviser representative at The Ameriflex Group
18 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

18 years in the industry.

  1. The Ameriflex GroupOct 2026 to now
  2. Cambridge Investment Research, Inc.Oct 2026 to now
  3. Frey FinancialApr 2008 to now
  4. Commonwealth Financial NetworkApr 2008 to Oct 2026

Exams passed

  • Series 63 · Uniform Securities Agent State Law2008
  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 1 state (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
5458947
Firm CRD
305585
Advisor's SEC record (opens in a new tab)
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