Samuel Solomon, financial advisor Keller TX

Samuel Solomon

CRD Number: 705686
Current Firm: Solomon Advisors

Samuel Solomon (CRD# 705686) is an Investment Advisor Representative working at Solomon Advisors in Keller, TX and has over 42 years of experience in the finance industry.

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Company Name Location Dates Years
Solomon & Assoc., Inc. Addison, TX May 1990 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1980
S65 NASAA Investment Advisors Law Examination Jun 2007
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.

Get Details on the FINRA Advisor Check site
Contact Info for Samuel P. Solomon
Phone Number: 972-740-5724
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $156,250
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

TX

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