John Going
John Going is a CFP-designated registered investment advisor at The Ameriflex Group, based in Houston, TX, with 27 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Divorce Planning, and 8 more. Their firm serves 16,203 clients with $9.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The AmeriFlex Group offers multiple investment management programs with fees negotiated individually by each advisor.
- Cambridge Managed Account Platform and Third-Party Manager Services — Fees are charged as a percentage of your portfolio, typically ranging from 0.25% to 1.25% per year, billed monthly or quarterly in advance or in arrears.
- WealthPort Wrap Programs — Inclusive wrap fees cover advisory, custodial, and trading services, with rates set by your advisor depending on the selected strategy and program options.
- AssetMark Platform — Combines an advisor fee, a platform fee, and manager fees, with account minimums typically ranging from $10,000 to $1,000,000 depending on the investment solution.
Location
1220 Augusta Drive, Ste 260, Houston, TX, 77057
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is an insurance agent, owner, and sole proprietor offering accident, disability, traditional life insurance, fixed and indexed annuities, premium financing, and health savings accounts since 1999, dedicating about a quarter of his time to this. He also plays piano and guitar in a band, writes music, and sells CDs at shows, spending minimal time on this activity.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Osaic Fs, INC.
Osaic Fs, INC.Broker
1717 Capital Management Company
1717 Capital Management CompanyBroker
New England SecuritiesBroker
State Registrations35 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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