Trent T. Solomon

SOLOMON INVESTMENTS & FINANCIAL PLANNING

Macon, GA

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CRD#: 4066186

Professional summary

Trent Tyrone Solomon is a registered financial advisor currently at SOLOMON INVESTMENTS & FINANCIAL PLANNING, LLC located in Macon, Georgia and CALTON & ASSOCIATES, INC. located in Marble Falls, Texas.

Trent is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Trent has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. SOLOMON INSURANCE SERVICES LLC, 1207 CLAIRMONT PLACE, MACON, GA, 2/2002. I AM THE OWNER OF THE ALL LINES INCLUDING PERSONAL AND COMMERCIAL LINES INSURANCE AGENCY. 2. Joshua's Wish, Inc. Non-Investment related. 277 Martin Luther King Jr Blvd, Ste 106, Macon, GA 31204. Non-profit organization that raises funds for pediatric cancer research and offers financial assistance to families during Christmas. Position: Co-founder. Start date: 01/01/2010. Hours/month: 15. Hours/month during securities trading hours: 0. I help the organization with fundraising and speaking activities. I also deliver snacks to Hope for Kids, an oncology center that provides chemotherapy treatment for children.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trent Tyrone Solomon's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 25, 2021 - Present

SOLOMON INVESTMENTS & FINANCIAL PLANNING, LLC

RIA

CRD#: 288867

Macon, GA

Current

June 28, 2023 - Present

CALTON & ASSOCIATES, INC.

Office #1: 1002 Marble Heights Drive Suite 101, Marble Falls, TX 78654

RIA

CRD#: 20999

Marble Falls, TX

Past

August 8, 2017 - July 21, 2023

DOMINION INVESTOR SERVICES, INC.

CRD#: 21548

MACON, GA

Past

July 19, 2017 - December 31, 2020

SOLOMON INVESTMENTS & FINANCIAL PLANNING, LLC

RIA

CRD#: 288867

MACON, GA

Past

October 25, 2016 - June 23, 2017

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Macon, GA

Past

October 22, 2016 - June 23, 2017

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Macon, GA

Past

July 1, 2013 - September 23, 2016

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

MACON, GA

Past

June 28, 2013 - September 23, 2016

SECURITIES AMERICA, INC.

CRD#: 10205

MACON, GA

Past

December 1, 2006 - June 19, 2013

QUESTAR CAPITAL CORPORATION

CRD#: 43100

MACON, GA

Past

June 6, 2006 - June 27, 2013

QUESTAR ASSET MANAGEMENT, INC.

RIA

CRD#: 133358

MACON, GA

Past

April 4, 2005 - July 24, 2006

USALLIANZ SECURITIES, INC.

RIA

CRD#: 40875

MACON, GA

Past

April 1, 2005 - December 1, 2006

USALLIANZ SECURITIES, INC.

CRD#: 40875

MACON, GA

Past

April 11, 2003 - February 2, 2005

WADDELL & REED

RIA

CRD#: 866

ATLANTA, GA

Past

June 6, 2002 - February 2, 2005

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Georgia
(1/25/2021)

Georgia
(6/28/2023)

New York
(5/28/2025)

South Carolina
(6/28/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/10/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/21/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/5/2002

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

SOLOMON INVESTMENTS & FINANCIAL PLANNING, LLC

CRD#: 288867 / SEC#:

Georgia

Registered Investment Advisory firm - (1/25/2021 Approved)

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Contact information

Main Address

1207 Clairmont Place, Macon, GA 31204

Mailing Address

Phone number

(478) 477-7643

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	75
AUM (Assets Under Management)	$ 4,000,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Trent T. Solomon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trent Tyrone Solomon's CRS (Customer Relationship Summary).

Certified licenses

Experience

CALTON & ASSOCIATES, INC.

DOMINION INVESTOR SERVICES, INC.

SOLOMON INVESTMENTS & FINANCIAL PLANNING, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

QUESTAR CAPITAL CORPORATION

QUESTAR ASSET MANAGEMENT, INC.

USALLIANZ SECURITIES, INC.

USALLIANZ SECURITIES, INC.

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 65

Date: 4/10/2003

Series 63

Date: 5/21/2001

SIE

Date: 10/1/2018

Series 6

Date: 6/5/2002

FINRA

Current Firm

SOLOMON INVESTMENTS & FINANCIAL PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SOLOMON INVESTMENTS & FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

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