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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Byron Underhill has over 25 years of experience in the financial services industry. James is a Managing Member of Underhill Financial Advisors, LLC and a Registered Representative with The Ameriflex Group. James provides financial planning, investment management and insurance services to a wide range of clients. James is a Certified Financial Planner (CFP) and holds Series 6, 7, 24, 63 and 65 licenses. James is also a member of the University of Arizona Personal and Family Financial Planning Advisory Board and the University of Arizona Foundation Planned Giving Council.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NV
07/30/2020 - Present
THE Ameriflex Group (LAS VEGAS NV)
AZ
07/29/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (TUCSON AZ)
AZ
01/01/2004 - 08/03/2020
VOYA FINANCIAL ADVISORS, INC. (TUCSON AZ)
IA
02/06/1997 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
Issued 10/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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