Adam Kazalski is a ChFC-designated registered investment advisor, based in Lakewood Ranch, FL, with 26 years of industry experience.
Location
8470 Enterprise Circle, Suite 110-B, Lakewood Ranch, FL, 34202
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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
Adam is an insurance agent providing fixed insurance products, dedicating a few hours per week to this activity. He also provides wealth management, financial planning, and investment advisory services full-time through The Ameriflex Group.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.Broker
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
International Planning Alliance, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations26 states
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