Rylan
Folts
The Ameriflex Group
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About this Advisor
Rylan Folts is a financial advisor based in Manhattan Beach, California, working with The Ameriflex Group. Rylan has previously held positions at Jpmorgan Chase Bank Na, Jpmorgan Securities LLC, University Of Arizona, Modular Mining, Student, J.P Morgan, One Charles Private Wealth, LLC, Tmd Wealth Management LLC, Sagepoint Financial, Inc, The Ameriflex Group, and Osaic Wealth, Inc. Rylan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Rylan is part of The Ameriflex Group, which operates out of Manhattan Beach, California. The firm has 81 offices and 149 employees. The firm manages assets totaling $6.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at The Ameriflex Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Ameriflex Group Brokerage Details
$6,522,387,220
149
16,327
$399,485
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Rylan Folts Work History
Osaic Wealth, Inc
Sagepoint Financial, Inc
The Ameriflex Group
Tmd Wealth Management LLC
One Charles Private Wealth, LLC
Jpmorgan Chase Bank Na
Jpmorgan Securities LLC
J.P Morgan
Modular Mining
University Of Arizona
Student
Disclosures
Please visit the SEC profile of Rylan Folts to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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