Kyle Saenz (CRD# 5550194) is an Investment Advisor Representative working at The Ameriflex Group in San Pedro, CA and has over 15 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | San Pedro, CA | Sep 2023 - Current | < 1 |
The Ameriflex Group, Inc. | San Pedro, CA | Apr 2020 - Current | 4 |
Sagepoint Financial, Inc. | San Pedro, CA | Sep 2018 - Sep 2023 | 5 |
Wells Fargo Clearing Services, LLC | Long Beach, CA | Nov 2016 - Aug 2018 | 1 |
Wells Fargo Bank | Long Beach /rancho Palos Verdes, CA | Aug 2007 - Aug 2018 | 11 |
Wells Fargo Advisors LLC | Long Beach, CA | Jan 2011 - Nov 2016 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2009 |
- CA
- TX
-
Total Assets Under Management6,522MILLIONS
-
Total Number of Accounts16,327ACCOUNTS
-
Average Account Value$399,485
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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