Leor Solomon
Investment adviser representative at LPL Financial LLC
26 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
Are you Leor Solomon? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
26 years in the industry.
- LPL Financial CorpJan 2025 to now
- Partners FcuJan 2025 to now
- Ameriprise Financial Services, IncDec 2017 to Dec 2024
- Cartoon Network StudiosMar 2000 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6894273
- Firm CRD
- 6413