Dean
Solomon
Hillcrest Financial Group
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About this Advisor
Dean Solomon is a financial advisor based in Thousand Oaks, California, working with Hillcrest Financial Group. Dean has previously held positions at Thrivent Investment Management, Inc, Thrivent Financial For Lutherans, Thrivent Advisor Network, LLC, Purshe Kaplan Sterling Investments, Inc, and Hillcrest Financial Group. Dean has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Dean is part of Hillcrest Financial Group, which operates out of Thousand Oaks, California. The firm has 6 employees and manages assets totaling $392.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Hillcrest Financial Group includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Hillcrest Financial Group Brokerage Details
$392,120,000
6
935
$419,380
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
Hillcrest Financial Group
Thrivent Advisor Network, LLC
Purshe Kaplan Sterling Investments, Inc
Thrivent Investment Management, Inc
Thrivent Financial For Lutherans
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
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