Unclaimed
Van Alan Mays is an Investment Advisor Representative currently registered with THE Ameriflex Group. Van has been in the financial services industry for over 20 years and has a deep understanding of the needs of individual investors, families, and businesses. Van is committed to providing personalized financial advice and guidance to help clients reach their financial goals. Van is also a licensed insurance agent and is experienced in providing comprehensive wealth management, financial planning, and insurance services. Van's primary focus is on helping clients achieve their financial goals through tailored financial plans. Van is a dedicated and experienced financial professional with a proven track record of success.
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
UT
05/16/2023 - Present
THE Ameriflex Group (Washington UT)
UT
05/15/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PRICE UT)
UT
10/25/2017 - 05/15/2023
INDEPENDENT FINANCIAL GROUP, LLC (PRICE UT)
UT
01/04/2012 - 11/03/2017
HORNOR, TOWNSEND & KENT, INC. (PRICE UT)
UT
01/20/2011 - 01/11/2012
ALLSTATE FINANCIAL SERVICES, LLC (PRICE UT)
UT
03/06/2001 - 12/31/2010
ALLSTATE FINANCIAL SERVICES, LLC (PRICE UT)
IA
Issued 03/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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