Dean Azad Solomon
Investment adviser representative at Hillcrest Financial Group
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$567.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Hillcrest Financial GroupFeb 2022 to now
- Purshe Kaplan Sterling Investments, Inc.Jun 2020 to Feb 2022
- Thrivent Advisor Network, LLCMay 2020 to Feb 2022
- Thrivent Financial for LutheransMar 2005 to May 2020
- Thrivent Investment Management, Inc.Feb 2005 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Hillcrest Financial Group
Legal name: Ddfg, Inc
$567.8MAssets managed
347Clients
5Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4697463
- Firm CRD
- 317862