Paul
Solomon
Souders Financial Advisors, LLC
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About this Advisor
Paul Solomon is a financial advisor who works out of Cincinnati, Ohio with 5 years of relevant experience. Solomon is on the advisory team at Souders Financial Advisors, LLC. Their career trajectory has included roles at Advantage Investment Management LLC, Lpl Financial, LLC and Private Client Services. Solomon has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to advise clients in Ohio. Souders Financial Advisors, LLC is an advisory firm headquartered in Cincinnati, OH. The company has offices in six locations and a total of 19 people on staff. It manages $697 million in total assets among its 2,798 accounts, making it one of the larger firms in the nation by assets under management. The firm advises four charities and foundations. Of its 2,798 customer accounts, 17% are held by high-net-worth individuals who have greater than $1 million in assets. The firm provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees are based on which services the firm provides the client. Fee types charged by Souders Financial Advisors, LLC can consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Souders Financial Advisors, LLC Brokerage Details
$697,062,368
19
2,798
$249,129
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Paul Solomon Work History
Paul has been registered as a financial advisor for 5 years.*
Private Client Services
Advantage Investment Management LLC
Lpl Financial, LLC
*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 Paul 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 Souders Financial Advisors, LLC
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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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