Winston Alexander Waring
Investment adviser representative at The Ameriflex Group
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$9.7BFirm assets
Are you Winston Alexander Waring? Claim your profile
Contact this firm
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.Jun 2025 to now
- The Ameriflex GroupMay 2023 to now
- Osaic Wealth, Inc.Sep 2023 to Jun 2025
- Sagepoint Financial, Inc.May 2023 to Sep 2023
- Principal Life Insurance CompanyApr 2021 to May 2023
- Principal Securities IncApr 2021 to May 2023
- LPL FinancialJan 2020 to Apr 2021
- L'auberge Del MarSep 2016 to Oct 2019
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7206014
- Firm CRD
- 305585