At Advantage Financial Group, we value and believe in complete transparency with our clients.
In addition to your statements, you can access your accounts at any time from your computer or mobile device. You can see an overview of your portfolio, transactions, performance trends, and value comparisons over different time periods.
We are available for phone, video conference or in-person consultations at whatever times you choose.
Call us at 760-494-6223 (CA) / 203-269-4669 (CT), fill out our contact form below,
or email us directly at hello@afg-llc.net
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This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Investment products and services are currently available to residents of California, Connecticut, Florida, Indiana, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New Mexico, New York. North Carolina, North Dakota, Ohio, Pennsylvania, South Carolina, Texas, Vermont, Virginia, and Washington. If your state is not listed, we will be more than happy to register in your state to offer you the services that you may require.
Securities offered through Securities America Inc. member FINRA and SIPC.
Advisory services offered through Securities America Advisors, Inc., a registered investment advisor. These services are currently available to residents of California, Connecticut, Florida, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, North Carolina, South Carolina, Texas, Vermont, and Washington. If your state is not listed, we will be more than happy to register in your state to offer you the services that you may require.
We are currently licensed to sell insurance products in the following states: California, Connecticut, Florida, Maine, Michigan and Texas. If your state is not listed, we will be more than happy to register in your state to offer you the services that may require. California insurance license #s 0B37354, 4061854
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Operations Manager
Jackie is the Operations Manager at the Wallingford, CT office of Advantage Financial Group. She started in the finance industry in 1997 as a part-time assistant at a predecessor company. That organization was merged into AFG in 2000, expanding her duties in operations.
Jackie works directly with our clients in opening and maintaining financial accounts. She provides excellent, personalized service and her commitment to the welfare of our clients is crucial in helping them navigate today’s complex financial world.
Jackie and her husband Bob have lived in Wallingford since 1989 with their three children. They recently welcomed a new grandson to their family.
Phone : (203) 269-4669
E-mail : jackiep@afg-llc.net
IAR
Ray spent more than a decade working in Sales Operations and Logistics Management before joining the Advantage Financial Group team. He has a strong technological background, an analytic approach, and excellent interpersonal skills. This combination enables him to devise custom-tailored solutions that maximize results.
He holds a B.A. in Economics from Goucher College, and Series 7 and 66 securities licenses with FINRA. Ray lives in the San Francisco Bay area with his partner, Lisa, and their pet rabbit, Ziggy.
Phone : (760) 494-6223 or (203) 269-4669
E-mail : rayhurt@afg-llc.net
Office Manager
Susan has worked in the financial services industry in a variety of capacities since 1990. Her primary responsibility is to cultivate strong client relationships. Most recently, Susan has taken on the role of managing the company website and related social media. She manages all accounting and tax reporting for AFG.
Susan has a Master’s degree in Gerontology, which provides valuable insight and the sensitivity required to address the challenges our older clients may be facing.
Susan lives with her husband, Tom in Carlsbad, California. She has one stepchild and two children.
Phone : (760) 494-6223
E-mail : susanhurt@afg-llc.net
President