Dean A. Solomon
Professional summary
Dean Azad Solomon, CFP®, who also goes by Azad Solimanzadeh, Dean Azad Soloman, is a registered financial advisor currently at HILLCREST FINANCIAL GROUP located in Thousand Oaks, California.
Dean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Dean has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Dean Azad Solomon's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
February 28, 2022 - Present
HILLCREST FINANCIAL GROUP
Office #1: 515 Marin Street Suite 406, Thousand Oaks, CA 91360June 4, 2020 - March 1, 2022
PURSHE KAPLAN STERLING INVESTMENTS
May 13, 2020 - March 3, 2022
THRIVENT ADVISOR NETWORK, LLC
June 12, 2012 - June 3, 2020
THRIVENT INVESTMENT MANAGEMENT INC.
February 23, 2005 - June 3, 2020
THRIVENT INVESTMENT MANAGEMENT INC.
November 26, 2003 - October 27, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 4, 2003 - October 27, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
HILLCREST FINANCIAL GROUP
CRD#: 317862 / SEC#: 801-122983
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/28/2022)
(2/28/2022)
Exams
Current Firm
HILLCREST FINANCIAL GROUP
CRD#: 317862 / SEC#: 801-122983
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,050 |
| AUM (Assets Under Management) | $ 470,750,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
HILLCREST FINANCIAL GROUP
CRD#: 317862Thousand Oaks, CA 91360TRUST BUT VERIFY
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