KF
Kelly J. Famiglietta
THE AMERIFLEX GROUP
Albuquerque, NM 87109
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CRD#: 4039508
KF
Professional summary
Kelly Jean Famiglietta, AIF®, CFP®, who also goes by Kelly Jean Garcia, Kelly Jean Lyles, is a registered financial advisor currently at THE AMERIFLEX GROUP located in Albuquerque, New Mexico and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Albuquerque, New Mexico.
Kelly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Kelly has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kelly Jean Garcia | Kelly Jean Lyles
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. ASH BROKERAGE, 5951 Jefferson Street NE, Suite D, Albuquerque NM 87109-3450, United States, 06/27/2025, Agent, Insurance/Benefits/Human Resources, NIR, 2 HR/MO - 2 HR/MO TRADING 2. CNM FOUNDATION, 5951 Jefferson Street NE, Suite D, Albuquerque NM 87109-3450, United States, 06/27/2025, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 1 HR/MO - 0 HR/MO TRADING 3. KELLY FAMIGLIETTA, 5951 Jefferson Street NE, Suite D, Albuquerque NM 87109-3450, United States, 06/27/2025, Agent, Insurance/Benefits/Human Resources, NIR, 4 HR/MO - 0 HR/MO TRADING 4. NDI NEW MEXICO, 4800 Central Ave SE, Albuquerque NM 87108, United States, 06/27/2025, Board Member, Arts/Performing Arts, NIR, 1 HR/MO - 0 HR/MO TRADING 5. NOTARY, 5951 Jefferson Street NE, Suite D, Albuquerque NM 87109-3450, United States, 06/27/2025, Notary, NIR, 1 HR/MO - 1 HR/MO TRADING 6. RETIREMENT ADVISOR COUNCIL, 5951 Jefferson Street NE, Suite D, Albuquerque NM 87109-3450, United States, 06/27/2025, President, Volunteer, NIR, 4 HR/MO - 4 HR/MO TRADING 7. CHARLES STEPHEN AND COMPANY, INC., 5951 Jefferson Street NE, Suite D, Albuquerque NM 87109-3450, United States, 06/27/2025, W2 Employee, DBA Name, NIR, 20 HR/MO - 20 HR/MO TRADING 8. THE AMERIFLEX GROUP, 5951 Jefferson Street NE, Suite D, Albuquerque NM 87109-3450, United States, 06/27/2025, IAR, RIA Affiliation - other than CIRA, INV REL, 80 HR/MO - 80 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Kelly Jean Famiglietta'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®
Experience
Current
January 29, 2021 - Present
THE AMERIFLEX GROUP
Office #1: 5951 Jefferson Ct. Ne., Albuquerque, NM 87109RIA
CRD#: 305585
Albuquerque, NM
Current
June 27, 2025 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 5951 Jefferson St. Ne Ste D, Albuquerque, NM 87109BD
CRD#: 39543
Albuquerque, NM
Past
September 1, 2023 - July 9, 2025
OSAIC WEALTH, INC.
BD
CRD#: 23131
ALBUQUERQUE, NM
Past
January 29, 2021 - September 1, 2023
OSAIC SERVICES, INC.
BD
CRD#: 133763
ALBUQUERQUE, NM
Past
April 26, 2016 - January 29, 2021
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
ALBUQUERQUE, NM
Past
October 16, 2007 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
ALBUQUERQUE, NM
Past
October 13, 1999 - January 29, 2021
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
ALBUQUERQUE, NM
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
Arizona(6/27/2025)
RR
California(6/27/2025)
RR
Colorado(6/27/2025)
RR
Delaware(6/30/2025)
RR
Georgia(6/27/2025)
RR
Idaho(6/27/2025)
RR
Minnesota(7/11/2025)
RR
Missouri(6/27/2025)
IAR
New Mexico(2/1/2021)
RR
New Mexico(6/27/2025)
RR
North Dakota(6/27/2025)
RR
Oklahoma(6/27/2025)
RR
Pennsylvania(6/27/2025)
RR
South Dakota(6/30/2025)
IAR
Texas(1/29/2021)
RR
Texas(6/27/2025)
RR
Washington(6/27/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
THE AMERIFLEX GROUP
CRD#: 305585Albuquerque, NM 87109TRUST BUT VERIFY
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