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Doyle Brown

Advisor at The AmeriFlex Group

Updated today

Location

Reno, NV 89521

Credentials

Series 63, Series 65

Industry experience

44 years

About

Doyle Brown is a financial advisor at The AmeriFlex Group with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and OSAIC. Outside of advising, he is involved in technology services through an agent role with ACN. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting, delivering services through a network of advisory affiliates and multiple program platforms.

Client services

Based on The AmeriFlex Group

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on The AmeriFlex Group

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy

Occupation focus

Based on The AmeriFlex Group

Founder/Business Owner Retired Executive

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Fee options

Fixed

Fixed fees typically ranging from $500 to $10,000 for financial planning and consulting services.

Commissions

Certain Investment Advisor Representatives are registered representatives of Cambridge Investment Research, Inc. and may receive commissions, trails, and other compensation from securities sales.

Project-based

Hourly fees typically ranging from $50 to $300 per hour for financial planning, consulting, and non-discretionary advisory services.

Other

Fee-only: Fixed fees typically ranging from $500 to $10,000 for financial planning and consulting services; hourly fees typically ranging from $50 to $300 per hour for financial planning, consulting, and non-discretionary advisory services.

Location

500 Damonte Ranch Pkwy, Ste 745

Reno, NV 89521

Most active in

Nevada

Work history

Cambridge Investment Research, Inc.

2025 - Present (1 year)

The Ameriflex Group

2023 - Present (3 years)

OSAIC

2023 - 2025 (2 years)

Sagepoint Financial, Inc

2009 - 2023 (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Reno, NV

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Wealth management Active portfolio management Concentrated stock management
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General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Tax strategies for small businesses
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Private / alternative investments Options & derivatives strategies Active portfolio management Real estate investing Founder/Business Owner
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