Solomon Halpern, financial advisor Boulder CO

Solomon Halpern

CRD Number: 4232089
Current Firm: Highlander Wealth Services, LLC

Solomon Halpern (CRD# 4232089) is an Investment Advisor Representative working at Highlander Wealth Services, LLC in Boulder, CO and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Highlander Wealth Services, LLC Boulder, CO Jan 2009 - Current 13
Golden Sun Capital Management, LLC Boulder, CO Jul 2002 - Dec 2014 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2002
Contact Info for Solomon J. Halpern
Phone Number: 303-449-6125
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    25
    MILLIONS
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $163,333
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO

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