Timothy G. Redmond
THE AMERIFLEX GROUP
Fullerton, CA 92831
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CRD#: 1689958
Professional summary
Timothy Glen Redmond, AIF®, CFP® is a registered financial advisor currently at THE AMERIFLEX GROUP located in Fullerton, California and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Fullerton, California.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Timothy has worked at 13 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 22, Series 6, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. CHARTWELL GARDENS, LLC, 2244 N State College Blvd, Fullerton CA 92831, United States, 12/12/2023, Managing Member, Real Estate, INV REL, 5 HR/MO - 3 HR/MO TRADING 2. PERFECTED WEALTH MANAGEMENT, 2244 N State College Blvd, Fullerton CA 92831, United States, 01/01/2024, IAR, RIA Affiliation - other than CIRA, INV REL, 170 HR/MO - 120 HR/MO TRADING 3. THE AMERIFLEX GROUP, 8485 W. Sunset Road #204, Las Vegas NV 89113, United States, 08/10/2020, IAR, RIA Affiliation - other than CIRA, INV REL, 140 HR/MO - 100 HR/MO TRADING 4. TIMOTHY G REDMOND, 2244 N State College Blvd, Fullerton CA 92831, United States, 11/01/1985, Broker, Insurance/Benefits/Human Resources, INV REL, 2 HR/MO - 0 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Glen Redmond's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1988
Experience
Current
August 7, 2020 - Present
THE AMERIFLEX GROUP
Office #1: 2244 N. State College Blvd., Fullerton, CA 92831RIA
CRD#: 305585
Fullerton, CA
Current
June 27, 2025 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 2244 N. State College Blvd., Fullerton, CA 92831BD
CRD#: 39543
Fullerton, CA
Past
September 1, 2023 - July 9, 2025
OSAIC WEALTH, INC.
BD
CRD#: 23131
FULLERTON, CA
Past
August 6, 2020 - September 1, 2023
OSAIC SERVICES, INC.
BD
CRD#: 133763
FULLERTON, CA
Past
November 1, 2017 - August 11, 2020
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
FULLERTON, CA
Past
September 19, 2017 - August 11, 2020
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
FULLERTON, CA
Past
October 23, 2009 - November 1, 2017
GIRARD SECURITIES, INC.
RIA
CRD#: 18697
FULLERTON, CA
Past
March 11, 2009 - November 1, 2017
GIRARD SECURITIES, INC.
BD
CRD#: 18697
FULLERTON, CA
Past
May 14, 2008 - November 28, 2020
NEWCASTLE FINANCIAL ADVISORS
RIA
CRD#: 140471
FULLERTON, CA
Past
October 31, 2005 - October 11, 2006
OSAIC SERVICES, INC.
RIA
CRD#: 133763
FULLERTON, CA
Past
October 31, 2005 - March 19, 2009
OSAIC SERVICES, INC.
BD
CRD#: 133763
FULLERTON, CA
Past
February 12, 2003 - March 24, 2005
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
CONSHOHOCKEN, PA
Past
February 3, 2003 - April 1, 2009
INVESTLINC WEALTH SERVICES
RIA
CRD#: 122031
ANAHEIM, CA
Past
November 30, 1998 - October 31, 2005
SENTRA SECURITIES CORPORATION
RIA
CRD#: 10249
ANAHEIM, CA
Past
November 16, 1998 - October 31, 2005
SENTRA SECURITIES CORPORATION
BD
CRD#: 10249
PHOENIX, AZ
Past
July 18, 1997 - December 31, 1999
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
BOSTON, MA
Past
July 15, 1997 - November 16, 1998
UNITED PACIFIC SECURITIES, INC.
BD
CRD#: 21986
CARLSBAD, CA
Past
January 29, 1993 - May 2, 1997
UNITED PACIFIC SECURITIES, INC.
BD
CRD#: 21986
CARLSBAD, CA
Past
January 9, 1992 - February 17, 1993
TITAN/VALUE EQUITIES GROUP, INC.
BD
CRD#: 6359
IRVINE, CA
Past
July 17, 1987 - January 13, 1992
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
CONSHOHOCKEN, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
THE AMERIFLEX GROUP
A.M. FINANCIAL GROUP | UNDERHILL FINANCIAL ADVISORS, LLC | TURNING POINTE WEALTH MANAGEMENT | TRUSTED FINANCIAL ADVISORS | TRAILHEAD FINANCIAL GROUP | THE STRAUB GROUP ADVANTAGE | THE PLATINUM WEALTH GROUP | THE MECKENSTOCK GROUP, INC. | THE AMERIFLEX GROUP, INC. | THE AMERIFLEX GROUP | SUMMIT FINANCIAL & INSURANCE SERVICES | STRATEGIC LEGACY WEALTH MANAGEMENT | SHEPHERD LEGACY | SEVEN HILL WEALTH PLANNING | SCOTT HARRIS FINANCIAL GROUP | RS ADVISORS | ROZELL WEALTH MANAGEMENT | RETIREMENT SOLUTIONS, INC. | PRONGHORN WEALTH | PLANNING RESOURCES, INC. | PINNACLE FINANCIAL ADVISORS | PILKINGTON FINANCIAL GROUP | PERFECTED WEALTH MANAGEMENT | PEAK FINANCIAL SOLUTIONS | PATHWAY FINANCIAL SERVICES, INC. | PAJAK FINANCIAL SERVICES | ONE VISION FINANCIAL | NOW FINANCIAL | NEWCASTLE FINANCIAL ADVISORS | MONARCH WEALTH STRATEGIES | MOMENTUM FINANCIAL PARTNERS, LLC | MD BROWN FINANCIAL | MCCONNELL WEALTH PARTNERS, LLP | MBA CAPITAL ADVISORS | MARKLAND WEALTH MANAGEMENT, INC. | MANCUSO WEALTH MANAGEMENT | MAES FINANCIAL | LUTZ WEALTH ADVISORS | LEIGH WEALTH MANAGEMENT GROUP | KNOX GROVE FINANCIAL LLC | KAUTZ/BUCKLEY | INTUITIVE SOLUTIONS INSURANCE & WEALTH STRATEGIES | INSIGHT FINANCIAL GROUP | HOLLAND FINANCIAL INC. | GREAT FUTURES | FOURFRONT WEALTH MANAGEMENT | FINANCIAL TRANSITION PARTNERS | ERSI WEALTH MANAGEMENT | EPIC HOLISTIC PARTNERS | ENVISION FINANCIAL PARTNERS | DJH FINANCIAL SERVICES | CURO FINANCIAL & INSURANCE SOLUTIONS | CS FINANCIAL SERVICES, LLC | COONEY ASSOCIATES | COHESION WEALTH ADVISORS | CHARLES STEPHEN AND COMPANY, INC. | BRUCO INVESTMENT GROUP | BRIDGES WEALTH MANAGEMENT | BESSELMAN WEALTH PLANNER | BECKER WEALTH MANAGEMENT | BARTON FINANCIAL SERVICES, INC. | BALLEK WEALTH MANAGEMENT | B P FINANCIAL SERVICES, INC. | ANDERSON FINANCIAL SOLUTIONS & INSURANCE SERVICES | AMERIFLEX FINANCIAL SERVICES | AMENITY WEALTH
CRD#: 305585 / SEC#: 801-117784
RIA
Registered Investment Advisory firm - (12/13/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/27/2025)
RR
Alaska(6/27/2025)
RR
Arizona(6/27/2025)
IAR
California(8/7/2020)
RR
California(7/1/2025)
RR
Colorado(6/27/2025)
RR
Connecticut(6/27/2025)
RR
Georgia(6/27/2025)
RR
Hawaii(7/1/2025)
RR
Idaho(6/27/2025)
RR
Indiana(6/27/2025)
RR
Iowa(6/27/2025)
RR
Kentucky(6/27/2025)
RR
Louisiana(6/27/2025)
RR
Minnesota(7/2/2025)
RR
Missouri(6/27/2025)
RR
Montana(7/11/2025)
RR
Nevada(6/27/2025)
RR
New Hampshire(6/27/2025)
RR
New Jersey(6/27/2025)
RR
New Mexico(6/27/2025)
RR
New York(6/27/2025)
RR
North Carolina(7/9/2025)
RR
Ohio(6/27/2025)
RR
Oklahoma(7/2/2025)
RR
Oregon(7/10/2025)
RR
Pennsylvania(6/27/2025)
RR
South Carolina(6/27/2025)
RR
Tennessee(6/27/2025)
IAR
Texas(1/2/2021)
RR
Texas(6/27/2025)
RR
Utah(6/27/2025)
RR
Virginia(6/27/2025)
RR
Washington(7/10/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TA
THE AMERIFLEX GROUP
A.M. FINANCIAL GROUP | UNDERHILL FINANCIAL ADVISORS, LLC | TURNING POINTE WEALTH MANAGEMENT | TRUSTED FINANCIAL ADVISORS | TRAILHEAD FINANCIAL GROUP | THE STRAUB GROUP ADVANTAGE | THE PLATINUM WEALTH GROUP | THE MECKENSTOCK GROUP, INC. | THE AMERIFLEX GROUP, INC. | THE AMERIFLEX GROUP | SUMMIT FINANCIAL & INSURANCE SERVICES | STRATEGIC LEGACY WEALTH MANAGEMENT | SHEPHERD LEGACY | SEVEN HILL WEALTH PLANNING | SCOTT HARRIS FINANCIAL GROUP | RS ADVISORS | ROZELL WEALTH MANAGEMENT | RETIREMENT SOLUTIONS, INC. | PRONGHORN WEALTH | PLANNING RESOURCES, INC. | PINNACLE FINANCIAL ADVISORS | PILKINGTON FINANCIAL GROUP | PERFECTED WEALTH MANAGEMENT | PEAK FINANCIAL SOLUTIONS | PATHWAY FINANCIAL SERVICES, INC. | PAJAK FINANCIAL SERVICES | ONE VISION FINANCIAL | NOW FINANCIAL | NEWCASTLE FINANCIAL ADVISORS | MONARCH WEALTH STRATEGIES | MOMENTUM FINANCIAL PARTNERS, LLC | MD BROWN FINANCIAL | MCCONNELL WEALTH PARTNERS, LLP | MBA CAPITAL ADVISORS | MARKLAND WEALTH MANAGEMENT, INC. | MANCUSO WEALTH MANAGEMENT | MAES FINANCIAL | LUTZ WEALTH ADVISORS | LEIGH WEALTH MANAGEMENT GROUP | KNOX GROVE FINANCIAL LLC | KAUTZ/BUCKLEY | INTUITIVE SOLUTIONS INSURANCE & WEALTH STRATEGIES | INSIGHT FINANCIAL GROUP | HOLLAND FINANCIAL INC. | GREAT FUTURES | FOURFRONT WEALTH MANAGEMENT | FINANCIAL TRANSITION PARTNERS | ERSI WEALTH MANAGEMENT | EPIC HOLISTIC PARTNERS | ENVISION FINANCIAL PARTNERS | DJH FINANCIAL SERVICES | CURO FINANCIAL & INSURANCE SOLUTIONS | CS FINANCIAL SERVICES, LLC | COONEY ASSOCIATES | COHESION WEALTH ADVISORS | CHARLES STEPHEN AND COMPANY, INC. | BRUCO INVESTMENT GROUP | BRIDGES WEALTH MANAGEMENT | BESSELMAN WEALTH PLANNER | BECKER WEALTH MANAGEMENT | BARTON FINANCIAL SERVICES, INC. | BALLEK WEALTH MANAGEMENT | B P FINANCIAL SERVICES, INC. | ANDERSON FINANCIAL SOLUTIONS & INSURANCE SERVICES | AMERIFLEX FINANCIAL SERVICES | AMENITY WEALTH
CRD#: 305585 / SEC#: 801-117784
RIA
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Contact information
Main Address
8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113
Mailing Address
Phone number
(702) 987-9730
Established
Firm type
Fiscal year end
# of Employees
166
SEC notice filing (40 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 34,131 |
| AUM (Assets Under Management) | $ 9,355,813,271 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
