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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Weston? Claim Your ProfileWeston K. Solomon is a registered Investment Advisor representative in Oklahoma. Weston K. Solomon has been working in the securities industry since January 1993 and is currently employed by Weston K. Solomon, CPA CFP. Weston is licensed as a Certified Financial Planner. Weston K. Solomon, CPA CFP is an investment advisor with a focus on providing investment consulting, financial planning, and portfolio management for individuals. The firm is headquartered in Oklahoma City, OK and has 82 clients with approximately $44,660,426 in assets under management.
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.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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.
A percentage of the total value of assets under management is charged.
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OK
02/07/2011 - Present
Weston K. Solomon, CPA CFP (OKLAHOMA CITY OK)
IA
Issued 02/22/1996
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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