Taylor M Watson
Financial advisor at Ameriflex Group, Inc. · Metairie, LA
Last updated 2026-10-10
Claim your profileTaylor M Watson is a financial advisor at Ameriflex Group, Inc. in Metairie, LA, CRD 6130106. Licenses and exams on the registration: Series 66. First registered 2022-08-17.
Registration
- CRD number
- 6130106
- Registration status
- Active
- First registered
- 2022-08-17
- Years of experience
- 12
- States registered
- LA
Licenses and exams
- Series 66
Designations
- Certified Financial Planner
Work history
- 2014-05 to Present · Besselman and Associates · Metairie, LA
- 2023-11 to 2025-06 · Osaic Wealth, Inc. · Metairie, LA
- 2025-02 to Present · The Ameriflex Group · Metairie, LA
- 2025-06 to Present · Cambridge Investment Research, Inc. · Fairfield, IA
Current employment
- The Ameriflex Group · Las Vegas, NV
Ameriflex Group, Inc.
- Regulatory AUM
- $9,658,302,770
- Registered advisors
- 212
- Offices
- 152
- Clients per advisor
- 76.4 (Moderate)
- Average AUM per client
- $596.1K (Low)
- High-net-worth client ratio
- 13.8% (Low)
Ameriflex Group, Inc.: advisors, services and reported ETF investments
Reported ETF positions
Ameriflex Group reports 476 ETF positions worth $88.5M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VOO — Vanguard S&P 500 ETF | $6.7M |
| NOBL — ProShares S&P 500 Dividend Aristocrats ETF | $4.1M |
| QQQ — Invesco QQQ Trust, Series 1 | $4M |
| SPY — SPDR S&P 500 ETF TRUST | $3.4M |
| IVV — iShares Core S&P 500 ETF | $1.9M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Ameriflex Group's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $542K | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $92.8K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | FYX — First Trust Small Cap Core AlphaDEX Fund | $76.5K | Top 99.2% | Residual alpha +2.70% · Residual Sharpe 0.12 |
| Diversification Benefits | ACYN — FT Vest Laddered Autocallable Barrier & Income ETF | $88.9K | Top 98.7% | Replicability (R²) 58.1% · Residual Sharpe 3.94 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Ameriflex Group, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Insurance Company or Agency
Location
754 Papworth Ave, Metairie, LA 70005
3 advisors at this office.
Contact
The firm's filed contact details.
- Phone: (702) 987-9730
- Website: ameriflex.com
Official record
Are you Taylor M Watson?
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