Weston K. Solomon, Cpa Cfp

Weston K. Solomon, Cpa Cfp (CRD# 117087) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $44,660,426 in 82 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1601 Nw Expressway, Suite 1505, Oklahoma City, OK 73118
By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $544,639
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OK

Financial Advisors at Weston K. Solomon, Cpa Cfp
Showing 1 - 1 of 1 top financial advisors.
1
Weston Solomon, financial advisor Oklahoma City OK
Weston K. Solomon
CRD#: 2719258
1601 Nw Expressway, Suite 1505, Oklahoma City, OK 73118

Weston Solomon (CRD# 2719258) is an Investment Advisor Representative working at Weston K. Solomon, Cpa Cfp in Oklahoma City, OK and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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