Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Roland Brubaker is a financial advisor registered with The Ameriflex Group in Centennial, Colorado. James Brubaker has over 40 years of experience in the financial services industry and is a Chartered Financial Consultant. James Brubaker has worked with a number of firms including Kestra Investment Services, LLC, Princor Financial Services Corporation, and Connecticut Mutual Financial Services, Inc. The Ameriflex Group is a registered investment advisor, providing a variety of financial services including financial planning, pension consulting, educational seminars, and portfolio management for individuals. James Brubaker specializes in Retirement Planning, College Savings, and Estate Planning.
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.
1
2
CO
01/26/2024 - Present
THE Ameriflex Group (Centennial CO)
CO
01/03/2005 - 01/26/2024
KESTRA INVESTMENT SERVICES, LLC (CENTENNIAL CO)
IA
10/30/1985 - 12/31/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
CA
06/09/2004 - 09/08/2004
RETIREMENT CAPITAL GROUP SECURITIES, INC. (SAN DIEGO CA)
NA
05/29/1987 - 09/10/1987
PRINCOR FINANCIAL SERVICES CORPORATION
NA
05/02/1984 - 12/10/1985
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/08/1982 - 07/09/1984
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
BC
Issued 02/13/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure James Brubaker is the right advisor for you? Invested Better is here to help.
