Dean Solomon (CRD# 4697463) is an Investment Advisor Representative working at Hillcrest Financial Group in Thousand Oaks, CA and has over 11 years of experience in the finance industry. Dean Solomon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 1343922
Virtue Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hillcrest Financial Group | Thousand Oaks, CA | Feb 2022 - Current | 2 |
| Purshe Kaplan Sterling Investments, Inc. | Thousand Oaks, CA | Jun 2020 - Feb 2022 | 1 |
| Thrivent Advisor Network, LLC | Thousand Oaks, CA | May 2020 - Feb 2022 | 1 |
| Thrivent Financial For Lutherans | Appleton, WI | Mar 2005 - May 2020 | 15 |
| Thrivent Investment Management, Inc. | Thousand Oaks, CA | Feb 2005 - May 2020 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2012 |
- CA
- TX
-
Total Assets Under Management392MILLIONS
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Total Number of Accounts935ACCOUNTS
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Average Account Value$419,380
- A percentage of assets under your management
- 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
AZ, CA, CO, ID, NV, TX
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