Roxana Solorzano (CRD# 2666880) is an Investment Advisor Representative working at Urban Wealth Management in El Segundo, CA and has over 25 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Urban Wealth Management LLC | Pasadena, CA | Jul 2023 - Current | < 1 |
Legacy Wealth Partners | Pasadena, CA | Mar 2022 - Current | 2 |
962 Breed Rentals | Los Angeles, CA | Feb 2021 - Current | 3 |
Allstate Insurance Company | Los Angeles, CA | Apr 2018 - Current | 6 |
Roxana Solorzano Tax Prep | Los Angeles, CA | Jan 2014 - Current | 10 |
Allstate Financial Services | Pasadena, CA | May 2018 - Jul 2023 | 5 |
Legacy Wealth Group (dba) | Los Angeles, CA | Dec 2016 - May 2018 | 1 |
Haydel, Biel & Associates | Los Angeles, CA | Dec 2017 - Jan 2018 | < 1 |
Unemployed | Los Angeles, CA | Mar 2017 - Dec 2017 | < 1 |
N/a | Pasadena, CA | Dec 2016 - Mar 2017 | < 1 |
Lpl Financial LLC | Pasadena, CA | Nov 2009 - Dec 2016 | 7 |
Lake Avenue Financial, LLC | Pasadena, CA | Oct 2015 - Sep 2016 | < 1 |
N/a | Los Angeles, CA | May 2009 - Oct 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1998 |
S65 | NASAA Investment Advisors Law Examination | Nov 1998 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management189MILLIONS
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Total Number of Accounts802ACCOUNTS
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Average Account Value$235,608
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Educational seminars/workshops
AZ, CA, LA, NV, OR, TX, WA
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