Rayvon Solomon, financial advisor Naples FL

Rayvon Solomon

CRD Number: 6754834
Current Firm: Charles Schwab Investment Management, Inc.

Rayvon Solomon (CRD# 6754834) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in Naples, FL and has over 2 years of experience in the finance industry.

Similar Advisors
Thomas Abood, financial advisor Naples FL
Thomas G. Abood
CRD# 2305670
Truist Advisory Services, Inc.
Similar Advisors
Timothy Agne, financial advisor Naples FL
Timothy M. Agne
CRD# 6796698
Td Ameritrade, Inc.
Similar Advisors
Omar Alcazar, financial advisor Naples FL
Omar Alcazar
CRD# 6873629
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Charles Schwab Investment Management, Inc. Naples, FL Oct 2020 - Current 1
Charles Schwab & Company, Inc. Lone Tree, CO Mar 2020 - Oct 2020 < 1
H.c. Elite Services Englewood, CO Jan 2020 - Jan 2020 < 1
Bank Of America, N.a. Greenwood Village, CO Apr 2019 - Oct 2019 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenville Village, CO Mar 2019 - Oct 2019 < 1
Big Lots Aurora, CO Nov 2018 - Apr 2019 < 1
Pruco Securities LLC Englewood, CO Oct 2018 - Jan 2019 < 1
Unemployed Aurora, CO May 2018 - Oct 2018 < 1
University Of Northern Colorado Greeley, CO Aug 2015 - May 2018 2
Morgan Stanley Greenwood Village, CO Jun 2017 - Aug 2017 < 1
Comcast Englewood, CO Jun 2016 - Aug 2016 < 1
Home Depot Aurora, CO Jun 2016 - Aug 2016 < 1
Tocabe Greenwood Village, CO Jun 2015 - Aug 2015 < 1
Full Time Student Aurora, CO Aug 2014 - May 2015 < 1
Wendys Aurora, CO Jun 2014 - Aug 2014 < 1
Unemployed Aurora, CO Jan 2008 - Jun 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2019
Contact Info for Rayvon A. Solomon
Phone Number: 415-667-9200
Registered State(s):
  • CO
  • FL
By the Numbers
  • Total Assets Under Management
    609,948
    MILLIONS
  • Total Number of Accounts
    264,447
    ACCOUNTS
  • Average Account Value
    $2,306,504
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.