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Frank Anthony Virgallito

Advisor at The AmeriFlex Group — Glendale, CA

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

20 years

Location

Glendale, CA 91208

The AmeriFlex Group logo

The AmeriFlex Group

Multi-team

Total advisors

209

Across 108 offices

Clients per advisor

75 High

Avg AUM per client

$549,793 Typical

HNW client ratio

14% Typical

About

Frank Virgallito is a CFP® with 20 years of industry experience, currently serving as an advisor at The AmeriFlex Group in Glendale, CA. His prior roles include positions at Cambridge Investment Research, Securities America Advisors, and National Planning Corporation. He is a board member and committee member of the Glendale Area Schools Credit Union. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Client services

Based on The AmeriFlex Group

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on The AmeriFlex Group

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy

Occupation focus

Based on The AmeriFlex Group

Founder/Business Owner Retired Executive

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Fee options

Fixed

Fixed fees typically ranging from $500 to $10,000 for financial planning and consulting services.

Commissions

Certain Investment Advisor Representatives are registered representatives of Cambridge Investment Research, Inc. and may receive commissions, trails, and other compensation from securities sales.

Project-based

Hourly fees typically ranging from $50 to $300 per hour for financial planning, consulting, and non-discretionary advisory services.

Other

Fee-only: Fixed fees typically ranging from $500 to $10,000 for financial planning and consulting services; hourly fees typically ranging from $50 to $300 per hour for financial planning, consulting, and non-discretionary advisory services.

Location

See office

Glendale, CA

3436 North Verdugo Road, Suite 210

Glendale CA 91208

Advisors at this office

1

Most active in

California · Nevada · Texas

Work history

20 years of industry experience

Cambridge Investment Research, Inc.

2025 - Present • 1 year

Fairfield, IA

The Ameriflex Group

2025 - Present • 1 year

Las Vegas, NV

OSAIC

2024 - 2025 • 1 year

Glendale, CA

Securities America Advisors

2017 - 2024 • 7 years

Glendale, CA

Securities America, Inc

2017 - 2024 • 7 years

Glendale, CA

National Planning Corporation

2009 - 2017 • 8 years

Orange, CA

The Elite Financial Network, Inc.

2008 - 2009 • 1 year

Huntington Beach, CA

OSAIC

2007 - 2009 • 2 years

Orange, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Drew F

Series 65

Los Angeles, CA

Wideframe Wealth

Drew Feldman is the founder of WideFrame Wealth in Los Angeles, serving nationwide. He is an Accredited Portfolio Management Advisor™ and holds a Series 65 designation. Flat fee, fee only.

General tax planning Equity compensation tax strategy Factor investing / smart beta Entity structure planning (LLC, S-Corp) Retirement plans for business owners (SEP, solo 401k) Artists or Creative Self-Employed Founder/Business Owner Real Estate Professional HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Sevada Z

Series 66

Burbank, CA

LPL Financial

Sevada Zadooryan is a financial advisor with LPL Financial in Burbank, CA, holding a Series 66 license and eight years of industry experience. His prior roles include positions at Mechanics Bank, CUSO Financial Services, J.P. Morgan Securities, Bank of America, and Merrill Lynch. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

College savings (529s, UTMA, etc.)
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Joo Hong K

Series 63, Series 65

Los Angeles, CA

Solomon Investment Consulting, Inc.

Joo Hong Kim is a financial advisor at Solomon Investment Consulting, Inc. in Los Angeles, CA, with 25 years of industry experience. He has held roles at the Asian Pacific American Dispute Resolution Center and the Pacific Business Exchange Golf Club. Kim holds Series 63 and Series 65 licenses. Solomon Investment Consulting is a fee-only, single-advisor registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm manages approximately $27.8 million across about ten client relationships, offering discretionary and non-discretionary portfolio management and financial planning based on valuation and fundamental analysis, with a performance-based fee option available to qualified clients.

Active portfolio management
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Dominic W

Series 65

Los Angeles, CA

MDW Capital Management Corp.

Dominic Waechter is a financial advisor at MDW Capital Management Corp. in Los Angeles, holding a Series 65 designation with three years of industry experience. He has worked at Hammelman Capital Management LLC and currently maintains roles in accounting at DLD Accountancy, LLP, and in real estate brokerage and property management. In addition to his advisory work, Waechter is a licensed life insurance agent. MDW Capital Management Corp serves individual and high-net-worth clients through a single-advisor practice that oversees approximately $12.5 million in assets. The firm employs a referral and oversight model, matching clients with third-party discretionary managers and monitoring those externally managed portfolios without directly trading client accounts.

Wealth management
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Ryan M

CFP®, Series 66

Pasadena, CA

Derive Wealth

Ryan Miyamoto is a CFP® with 21 years of industry experience and currently operates as the sole advisor at Derive Wealth in Pasadena, CA. His prior work includes a two-year tenure at StashClass LLC before focusing on Derive Wealth since 2016. Derive Wealth provides financial planning and portfolio management services to individuals, families, high-net-worth clients, and small businesses. The firm employs a Core + Satellite investment approach using low-cost indexed funds and targeted satellite holdings, with a billing model based on fixed advisory fees rather than asset-based percentages.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning
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Richard C

Series 65

Monrovia, CA

Diversified Financial Management Group, LLC

Richard Cornfield is a financial advisor with Diversified Financial Management Group, LLC, holding a Series 65 designation and 14 years of industry experience. He has worked at Diversified Financial Management Group since 2010. In addition to his advisory role, he is involved in the sale of insurance company products. Diversified Financial Management Group is an independent registered investment adviser serving a broad clientele, including high-net-worth individuals, business owners, and clients nearing or in retirement. The firm recommends third-party portfolio managers and emphasizes asset-allocation strategies focused on capital preservation, while integrating financial planning and offering insurance and planning solutions such as life insurance, annuities, and life settlements.

Annuities General estate planning guidance College savings (529s, UTMA, etc.) Retirement income strategy Long-term care insurance
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