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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Solomon is an investment advisor with Independent Financial Group, LLC. Brian is a registered representative in California and Texas, and has been in the securities industry since 1987. Brian has worked in the investment industry at several firms in addition to Independent Financial Group, LLC, including Sentra Securities Corporation and Linsco/Private Ledger Corp. Brian's current employer is an independent broker-dealer with a client base of individuals, corporations, trusts and estates, and charitable organizations. Brian is currently licensed to sell securities in the states of California, Colorado, Florida, Indiana, Missouri, North Carolina, Oklahoma, Oregon, Texas, Utah, and Washington.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
05/29/2015 - Present
Independent Financial Group, LLC (ENCINITAS CA)
AZ
11/04/2003 - 04/14/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
SC
06/26/2002 - 11/07/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
03/04/2002 - 06/17/2002
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
AZ
02/07/2000 - 03/06/2002
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NJ
07/22/1996 - 01/12/2000
COPELAND EQUITIES, INC. (SOMERSET NJ)
SC
01/03/1994 - 08/05/1996
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
TX
10/09/1987 - 01/13/1994
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 05/23/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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