Whitney SolcherCRD Number: 4431461
Current Firm: Ulrich Investment Consultants
Whitney Solcher (CRD# 4431461) is an Investment Advisor Representative working at Ulrich Investment Consultants in San Antonio, TX and has over 20 years of experience in the finance industry.
Mutual Wealth LLC
S.b. Value Partners, LP
Wells Fargo Clearing Services, LLC
|Shepherd Kaplan LLC||Boston, MA||Jul 2013 - Mar 2019||5|
|First Southwest Company||San Antonio, TX||Apr 2009 - Jun 2013||4|
|San Antonio Capital & Trust, LLC||San Antonio, TX||Feb 2009 - Jun 2013||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2001|
Total Assets Under Management1,678MILLIONS
Total Number of Accounts565ACCOUNTS
Average Account Value$2,970,729
- 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)
AZ, CA, CO, ID, LA, MD, NE, NM, TX, WA
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