TrueAdvisor
TrueAdvisor
AH
AH

Allen Hsu

The Ameriflex Group
2 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInvestment Management
The Ameriflex Group
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
167 advisors
Number of Clients
16,688 clients
Average Client Portfolio
$561K average
Assets Under Management
$9.4B

Fee Structure

Location

3858 Carson Street, Suite 201, Torrance, CA, 90503

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2025 - Present · 8 mos
The Ameriflex Group
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Osaic Wealth, INC.Broker
September 2023 - July 2025 · 1 yr 10 mos
Sagepoint Financial, INC.Broker
July 2023 - September 2023 · 2 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.