Robert Nolan Lewis
Investment adviser representative at The Ameriflex Group
13 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
13 years in the industry.
- The Ameriflex GroupAug 2025 to now
- Cambridge Investment Research, Inc.Aug 2025 to now
- Path Financial LLCJun 2024 to Aug 2025
- UmemployedAug 2023 to Jun 2024
- Fidelity InvestmentsAug 2020 to Aug 2023
- Equitable Advisors, LLCMar 2018 to Aug 2020
- AXA Advisors, LLCMar 2018 to Jun 2020
- Jasper's BackyardSep 2017 to Sep 2019
- Syracuse UniversityAug 2013 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6662741
- Firm CRD
- 305585