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Joseph Nicholas Cantore

Investment adviser representative at The Ameriflex Group
16 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

16 years in the industry.

  1. The Ameriflex GroupMay 2026 to now
  2. Cambridge Investment Research, Inc.May 2026 to now
  3. Genesis Wealth Partners, LLCJul 2024 to now
  4. Royal Alliance Associates, Inc.Nov 2018 to May 2026
  5. Jhfn/siiMar 2010 to Nov 2018

Exams passed

  • Series 66 · Uniform Combined State Law2009

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
5688425
Firm CRD
305585
Advisor's SEC record (opens in a new tab)
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