Arnold Samuel

The Ameriflex Group

24 Years of Experience

3 DisclosuresBrokerSells Insurance

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

2535 Townsgate Rd., Suite 203, Westlake Village, CA, 91361

Get directions

History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

December 2016

Settled

Customer Dispute

March 2016

Settled

Employment Separation After Allegations

October 2008

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Arnold is an independent insurance agent since 1986, dedicating a few hours per week to providing insurance products. He also works nearly full-time as an investment advisor for The Ameriflex Group, providing wealth management, financial planning, and investment advisory services since 2019.

Employment History

Current Registrations

Cambridge Investment Research, INC.Broker

June 2025 - Present · 8 mos

The Ameriflex Group

March 2020 - Present · 5 yrs 11 mos

Previous Registrations

Osaic Wealth, INC.Broker

September 2023 - July 2025 · 1 yr 10 mos

Sagepoint Financial, INC.Broker

March 2016 - September 2023 · 7 yrs 6 mos

Sagepoint Financial, INC.

March 2016 - December 2020 · 4 yrs 9 mos

Wedbush Securities INC.Broker

February 2009 - March 2016 · 7 yrs 1 mo

Wedbush Securities INC.

February 2009 - March 2016 · 7 yrs 1 mo

Raymond James Financial Services

February 2008 - October 2008 · 8 mos

Raymond James Financial Services, INC.Broker

February 2008 - October 2008 · 8 mos

Invest Financial Corporation

May 2007 - February 2008 · 9 mos

Invest Financial CorporationBroker

April 2007 - February 2008 · 10 mos

Pfic Securities CorporationBroker

August 2005 - April 2007 · 1 yr 8 mos

Fiserv Investor Services, INC.Broker

August 2001 - August 2005 · 4 yrs

Great American Advisors, INC.Broker

October 2000 - August 2001 · 10 mos

State Registrations17 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.