Rylan Folts, financial advisor Manhattan Beach CA

Rylan Folts

CRD Number: 6913785
Current Firm: The Ameriflex Group

Rylan Folts (CRD# 6913785) is an Investment Advisor Representative working at The Ameriflex Group in Manhattan Beach, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Manhattan Beach, CA Sep 2023 - Current < 1
Sagepoint Financial, Inc. Manhattan Beach, CA Jan 2021 - Current 3
The Ameriflex Group Manhattan Beach, CA Jan 2021 - Current 3
Tmd Wealth Management LLC Scottsdale, AZ Oct 2020 - Dec 2020 < 1
One Charles Private Wealth, LLC Scottsdale, AZ Jul 2019 - Sep 2020 1
Jpmorgan Chase Bank Na Naples, FL Jan 2018 - Jun 2019 1
Jpmorgan Securities LLC Naples, FL Jan 2018 - Jun 2019 1
University Of Arizona Tucson, AZ Aug 2014 - Dec 2017 3
J.p Morgan Phoenix, AZ Jun 2017 - Aug 2017 < 1
Modular Mining Tucson, AZ Aug 2016 - May 2017 < 1
Student Phoenix, AZ Aug 2007 - Aug 2014 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2018
S65 NASAA Investment Advisors Law Examination Aug 2019
Contact Info for Rylan P. Folts
Phone Number: (702) 987-9730
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    6,522
    MILLIONS
  • Total Number of Accounts
    16,327
    ACCOUNTS
  • Average Account Value
    $399,485
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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