Julian Harwell, financial advisor Macon GA

Julian Harwell

CRD Number: 239264
Current Firm: Solomon Investments & Financial Planning, LLC

Julian Harwell (CRD# 239264) is an Investment Advisor Representative working at Solomon Investments & Financial Planning, LLC in Macon, GA and has over 39 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Solomon Investments & Financial Planning, LLC Macon, GA Aug 2018 - Current 3
J.f.h. Financial Solutions Conyers, GA Jul 2003 - Current 19
Dominion Investor Services, Inc. Horseshoe Bay, TX Jan 2018 - Jul 2018 < 1
Ameritas Life Insurance Corp Lincoln, NE Aug 2016 - Dec 2017 1
Ameritas Investment Corp Lincoln, NE Jun 2005 - Dec 2017 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
Contact Info for Julian F. Harwell
Phone Number: 478-477-7643
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $41,358
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

GA

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