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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Cameron Tyler Folse

Cameron T. Folse

FOLSE FINANCIAL
MISSOURI CITY, TX
Some features on this profile are disabled
CRD#: 7039922
Cameron Tyler Folse

Professional summary

Cameron Tyler Folse, CFP® is a registered financial advisor currently at FOLSE FINANCIAL located in Missouri City, Texas.

Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Cameron has worked at 2 firms and has passed the Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron Tyler Folse's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2023

Experience

Current

August 15, 2025 - Present

FOLSE FINANCIAL

RIA
CRD#: 336470
MISSOURI CITY, TX
Past

May 21, 2020 - June 3, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
HOUSTON, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(8/15/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 6/4/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 5/21/2020
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/11/2020
Securities Industry Essentials Examination

Current Firm

FF
FOLSE FINANCIAL
FOLSE FINANCIAL | FOLSE FINANCIAL, LLC

CRD#: 336470 / SEC#:

Texas
Registered Investment Advisory firm - (8/15/2025 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Missouri City, TX
Mailing Address
Phone number
(832) 621-6800
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts21
AUM (Assets Under Management)$ 1,426,662

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FOLSE FINANCIAL

CRD#: 336470Missouri City, TX

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