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Trent Tyrone Solomon

Solomon Investments & Financial Planning, LLC

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About Trent Tyrone Solomon

Trent Tyrone Solomon is a financial advisor with over 20 years of experience in the industry. Solomon is registered with the state of Georgia as an investment advisor representative and a broker. Solomon is also registered in South Carolina as a broker. Solomon is affiliated with Solomon Investments & Financial Planning, LLC, a firm based in Macon, Georgia. Solomon also previously worked for Dominion Investor Services, Inc., Cambridge Investment Research, Inc., Securities America, Inc., and Questor Capital Corporation. Solomon is committed to providing clients with personalized financial advice and guidance.

Firm Information

Trent Solomon is currently registered with Solomon Investments & Financial Planning, LLC. Solomon Investments & Financial Planning, LLC is a registered investment advisor with 1 licensed agent and 1 investment advisor representative. They provide financial planning, pension consulting, and educational seminars to individuals. Their firm manages $3,500,000 in assets for 60 individual clients.

$3.50M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Trent Solomon’s Registration & Firm History

GA

01/25/2021 - Present

Solomon Investments & Financial Planning, LLC (Macon GA)

GA

08/08/2017 - 07/21/2023

DOMINION INVESTOR SERVICES, INC. (MACON GA)

GA

10/22/2016 - 06/23/2017

CAMBRIDGE INVESTMENT RESEARCH, INC. (Macon GA)

GA

06/28/2013 - 09/23/2016

SECURITIES AMERICA, INC. (MACON GA)

GA

12/01/2006 - 06/19/2013

QUESTAR CAPITAL CORPORATION (MACON GA)

GA

04/01/2005 - 12/01/2006

USALLIANZ SECURITIES, INC. (MACON GA)

KS

06/06/2002 - 02/02/2005

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 04/10/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/21/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/05/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trent Tyrone Solomon.
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