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Sherry Jo Taylor

THE Ameriflex Group

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About Sherry Jo Taylor

Sherry Jo Taylor is an investment advisor representative at THE Ameriflex Group. Sherry has been in the financial industry for over 17 years, and has held positions at various firms including Sagepoint Financial, Inc., Cetera Advisor Networks LLC, and Girard Securities, Inc. Sherry is licensed to sell insurance products in California and Washington State, and specializes in providing financial planning, wealth management, and investment advisory services.

Firm Information

Sherry Taylor 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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Sherry Taylor’s Registration & Firm History

CA

11/01/2022 - Present

THE Ameriflex Group (Orange CA)

CA

08/06/2020 - 09/01/2023

SAGEPOINT FINANCIAL, INC. (ORANGE CA)

CA

11/01/2017 - 08/13/2020

CETERA ADVISOR NETWORKS LLC (ORANGE CA)

CA

11/12/2012 - 11/01/2017

GIRARD SECURITIES, INC. (ORANGE CA)

CA

12/14/2006 - 11/20/2012

WADDELL & REED, INC. (COSTA MESA CA)

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Licenses & Designations

BOTH

Issued 03/19/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sherry Jo Taylor.
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