Trent Solomon (CRD# 4066186) is an Investment Advisor Representative working at Solomon Investments & Financial Planning, LLC in Macon, GA and has over 22 years of experience in the finance industry.
CRD# 4286283
Patton Albertson Miller Group, LLC
CRD# 2507388
Cfs Wealth Management
CRD# 1257428
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Calton & Associates, Inc. | Marble Falls, TX | Jun 2023 - Current | < 1 |
| Solomon Investments & Financial Planning, LLC | Macon, GA | Jul 2017 - Current | 6 |
| Joshua's Wish, Inc. | Macon, GA | Jan 2010 - Current | 14 |
| Solomon Insurance Services, LLC | Macon, GA | Feb 2002 - Current | 22 |
| Dominion Investor Services, Inc. | Horseshoe Bay, TX | Aug 2017 - Jun 2023 | 5 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Oct 2016 - Jun 2017 | < 1 |
| Cambridge Investment Research Advisor, Inc. | Fairfield, IA | Oct 2016 - Jun 2017 | < 1 |
| Securities America Advisors, Inc. | Macon, GA | Jul 2013 - Sep 2016 | 3 |
| Securities America, Inc. | Macon, GA | Jun 2013 - Sep 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2001 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2003 |
- GA
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts26ACCOUNTS
-
Average Account Value$76,923
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
GA
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