Solomon Karmel, financial advisor Bellevue WA
83 score

Solomon Karmel

CRD Number: 4522329
Current Firm: First Allied Advisory Services, Inc.

Solomon Karmel (CRD# 4522329) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Bellevue, WA and has over 14 years of experience in the finance industry.

Similar Advisors
Matt Mormino, financial advisor Bellevue WA
Matt Mormino
CRD# 5962359
Brighton Jones LLC
Score
105
Similar Advisors
Sunil Sanghvi, financial advisor Bellevue WA
Sunil N. Sanghvi
CRD# 5545981
Edward Jones
Score
100
Similar Advisors
Mark Bergeron, financial advisor Bellevue WA
Mark A. Bergeron
CRD# 839130
Wlfb Inc.
Score
103
Company Name Location Dates Years
First Allied Advisory Services, Inc. Chesterfield, MO Jul 2012 - Current 4
First Allied Securities San Diego, CA Apr 2003 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Solomon M. Karmel
Phone Number: 866-378-1376
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    4,440
    MILLIONS
  • Total Number of Accounts
    26,339
    ACCOUNTS
  • Average Account Value
    $168,585
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Solomon Karmel and other advisors.
BADGES
83

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.