Charles Hardin Harrison
Investment adviser representative at The Ameriflex Group
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- The Ameriflex GroupSep 2026 to now
- Cambridge Investment Research, Inc.Sep 2026 to now
- Charles H. Harrison, IncDec 2018 to now
- Sequoia Advisory Group Financial and Insurance ServicesSep 2018 to now
- Charles H. Harrison, Independent InsuranceOct 2017 to now
- United Planners' Financial Services of AmericaOct 2017 to Sep 2026
- Studio 9 Financial and Insurance ServicesJul 2015 to Oct 2017
- Principal Life Insurance CompanyApr 2014 to Oct 2017
- Princor Financial Services CorporationApr 2014 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6329653
- Firm CRD
- 305585