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.
CRD# 6232434
Bluepoint Wealth Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 6491551
Quantum Financial Advisors, LLC
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2018 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- CA
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Total Assets Under Management6,522MILLIONS
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Total Number of Accounts16,327ACCOUNTS
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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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