Dean
Solomon
Hillcrest Financial Group
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About this Advisor
Dean Solomon is a certified financial planner operating in Thousand Oaks, California with 1 year of industry experience. Solomon is currently employed by Hillcrest Financial Group. The advisor has gained experience at Thrivent Investment Management, Inc, Thrivent Financial For Lutherans, Thrivent Advisor Network, LLC, Purshe Kaplan Sterling Investments, Inc and Hillcrest Financial Group. Solomon holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in California and Texas. Hillcrest Financial Group is a financial advisory business operating out of Thousand Oaks, CA. It administers $369 million in assets under management across its 901 client accounts, placing it among the bigger financial advisory firms in the nation by assets under management. Of its 901 customer accounts, 42% belong to high-net-worth individuals who have more than $1 million in investable assets. The advisory firm has a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management usually vary depending on which services the firm provides the client. However, fee types charged by Hillcrest Financial Group can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hillcrest Financial Group Brokerage Details
$368,600,000
5
901
$409,101
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Dean Solomon Work History
Dean has been registered as a financial advisor for 1 years.*
Hillcrest Financial Group
Thrivent Advisor Network, LLC
Purshe Kaplan Sterling Investments, Inc
Thrivent Investment Management, Inc
Thrivent Financial For Lutherans
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dean Solomon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hillcrest Financial Group
Thousand Oaks, CA
Thousand Oaks, CA
Thousand Oaks, CA
Thousand Oaks, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
