Leah Megan Pattison
Investment adviser representative at The Ameriflex Group
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Cambridge Investment Research, Inc.Jul 2025 to now
- The Ameriflex GroupJun 2023 to now
- Osaic Wealth, Inc.Sep 2023 to Jul 2025
- Sagepoint Financial, Inc.Jun 2023 to Sep 2023
- Woodbury Financial Services IncNov 2020 to Jun 2023
- Proequities, IncNov 2019 to Nov 2020
- Beach Plaza DentalNov 2018 to Mar 2020
- Vartanian Dental GroupDec 2016 to Dec 2017
- Dr Muir, DmdOct 2016 to Jul 2018
- Dr Baars, DdsSep 2016 to Nov 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7198772
- Firm CRD
- 305585