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David Alan Riggle

THE Ameriflex Group

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About David Alan Riggle

David Riggle is a financial advisor with over 35 years of experience in the industry. David has a strong background in financial planning, portfolio management, and investment advisory services. He is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT®. David is currently registered with THE Ameriflex Group. Prior to this, David was associated with CETERA ADVISORS LLC, MML INVESTORS SERVICES, INC., G. R. PHELPS & CO., INC., FORTIS INVESTORS, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY.

Firm Information

David Riggle is currently registered with THE Ameriflex Group. THE Ameriflex Group is an investment advisor headquartered in LAS VEGAS, NV. They manage over $6.52 billion in regulatory assets across 16,327 accounts. Their advisory services include financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals. They serve a variety of client types, including high net worth individuals, corporations, charitable organizations, pension plans, and individuals other than high net worth. They participate in wrap fee programs.
THE Ameriflex Group

8475 W. SUNSET ROAD, SUITE 101

LAS VEGAS, NV 89113

$6.52B

Assets Under Management

129

Total Clients

173

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Riggle’s Registration & Firm History

CO

05/13/2024 - Present

THE Ameriflex Group (Denver CO)

CO

04/29/1999 - 05/17/2024

CETERA ADVISORS LLC (DENVER CO)

MA

03/01/1996 - 04/27/1999

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NA

05/16/1990 - 03/01/1996

G. R. PHELPS & CO., INC.

MN

09/08/1993 - 12/31/1994

FORTIS INVESTORS, INC. (OAKDALE MN)

MA

11/17/1988 - 05/25/1990

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

11/17/1988 - 05/25/1990

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/29/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/22/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 10/18/1996

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/1993

Series 7 - General Securities Representative Examination

BC

Issued 11/16/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Alan Riggle.
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