Weston K. Solomon, Cpa Cfp

Weston K. Solomon, Cpa Cfp (CRD# 117087) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $28,984,000 in 113 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Weston K. Solomon, Cpa Cfp
Showing 1 - 1 of 1 top financial advisors.
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 21 years of experience in the finance industry. Weston 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.

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