Alan SoltmanCRD Number: 5923482
Current Firm: Raymond James & Associates, Inc.
Alan Soltman (CRD# 5923482) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Los Angeles, CA and has over 6 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Raymond James & Associates, Inc.||Los Angeles, CA||Feb 2012 - Current||5|
|J.a.d. Financial And Insurance Services, LLC||Los Angeles, CA||Jan 2010 - Current||7|
|Merlis, Soltman Green And Associates||Los Angeles, CA||Jan 1993 - Current||24|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2011|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- A percentage of assets under your management
- Hourly charges
- 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
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV