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Scott Tracy Harris

THE Ameriflex Group

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About Scott Tracy Harris

Scott Harris is a financial advisor with The Ameriflex Group, a company headquartered in Las Vegas, Nevada. Scott has over 20 years of experience in the financial services industry. Scott is a Certified Financial Planner and holds Series 7, Series 63, and Series 65 licenses. Scott specializes in providing comprehensive wealth management, financial planning, and investment advisory services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Scott is committed to providing his clients with personalized financial advice and strategies that are designed to help them achieve their financial goals.

Firm Information

Scott Harris 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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Scott Harris’s Registration & Firm History

AZ

11/14/2022 - Present

THE Ameriflex Group (Phoenix AZ)

AZ

11/07/2022 - 09/01/2023

SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)

AZ

02/09/2009 - 11/16/2022

PRINCIPAL SECURITIES, INC. (PHOENIX AZ)

AZ

10/12/2007 - 02/04/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)

AZ

10/14/1999 - 10/15/2007

PRINCOR FINANCIAL SERVICES CORPORATION (PHOENIX AZ)

NY

08/24/1995 - 10/22/1996

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/29/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/23/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Tracy Harris.
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