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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Austin Holtan is an investment advisor representative with The Ameriflex Group, based in Las Vegas, Nevada. Richard has been in the financial services industry since 1994. Richard has a wide range of experience in the financial services industry, including providing comprehensive wealth management, financial planning, and investment advisory services to individuals, families, and businesses. Richard specializes in providing financial guidance and investment strategies to help clients achieve their financial goals.
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
01/26/2024 - Present
THE Ameriflex Group (Las Vegas NV)
NV
04/27/2005 - 01/24/2024
CROWN CAPITAL SECURITIES, L.P. (LAS VEGAS NV)
CA
07/27/2000 - 04/29/2005
INTEGRATED TRADING AND INVESTMENTS, INC. (HUNTINGTON BEACH CA)
IL
12/02/1997 - 10/07/1998
CARDINAL INVESTMENTS, INC. (BELLEVILLE IL)
WI
04/24/1995 - 07/29/1996
SECURA INVESTMENTS, INC. (APPLETON WI)
IN
06/10/1994 - 04/11/1995
GARCO EQUITY SALES, INC. (CARMEL IN)
AZ
01/07/1994 - 05/19/1994
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 05/22/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/06/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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