Unclaimed Profile

Diana Youa Heu

THE AMERIFLEX GROUP, INC.·LAS VEGAS, Nevada

SIE, Series 7, Series 24, Series 52TO, Series 66Clean record15 years registeredTHE AMERIFLEX GROUP, INC.

8475 W. SUNSET ROAD, SUITE 101, LAS VEGAS, NV 89113CRD# 2912071Firm CRD# 305585

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Diana Youa Heu · LAS VEGAS, NV

Registration

CRD #2912071 · THE AMERIFLEX GROUP, INC. · 15 years registered

Brand Profile

Not yet started

Career History

THE AMERIFLEX GROUP

Jan 2020 – present

SAGEPOINT FINANCIAL, INC.

Jan 2012 – Feb 2020

LAS VEGAS, NV

SECURITIES AMERICA ADVISORS, INC.

Sep 2010 – Jan 2012

SANTA BARBARA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 66

Registration record

First registered · September 17, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE AMERIFLEX GROUP, INC.

CRD 305585 · SEC 801-117784

AUM

$6.5B

Regulatory assets under management

Employees

149

16,327 client accounts

Services offered by THE AMERIFLEX GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at THE AMERIFLEX GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Diana Youa Heu offer?

Diana Youa Heu specializes in Financial Planning, Investment Management. Contact their office in LAS VEGAS, Nevada for a consultation.

What are Diana Youa Heu's credentials?

Diana Youa Heu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Diana Youa Heu located?

Diana Youa Heu is based in LAS VEGAS, Nevada, working with THE AMERIFLEX GROUP, INC.. Their office serves clients in the LAS VEGAS metropolitan area and surrounding communities.

How does Diana Youa Heu charge for services?

Diana Youa Heu's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE AMERIFLEX GROUP, INC.?

THE AMERIFLEX GROUP, INC. has approximately 149 employees and manages $6.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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