| Advisor Profile |
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| Name: |
Arthur Salomon |
| Phone Number: |
(859) 317-2023 |
| Website: |
Visit Website
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| Disclaimer |
| Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. |
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Business Description |
Salomon & Co. was founded in 1980 with the goal of offering our clients the very finest planning services. We provide a wealth of planning opportunities, be it in the area of retirement planning, business planning, succession planning or overall estate and charitable planning. For each of our clients we strive to help create a unique program to meet their objective.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams. |
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General Information |
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| Name of Broker/Dealer: |
LPL Financial Corporation
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| States Licensed in: |
AL, AZ, CA, CO, FL, GA, IL, KY, MD, MI, MS, NV, NY, NC, OH, PA, TX, UT, VA, WI
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| Years of Experience in Financial Services: |
36
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| Number of Years with Current Firm: |
6
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| I work with the following types of clients: |
Individual Investors
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Education |
| Academic Background |
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| MA, Education |
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Services |
| Investment Types: |
Mutual Funds, Insurance, Annuities, Alternative Investments, International Investments, Stocks, Bonds
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Qualifications & Memberships |
| Securities Licenses: |
Series 7
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| Insurance and Annuity Licenses: |
Health, Life
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| Financial Organization Memberships: |
National Association of Insurance and Financial Advisors (NAIFA), Million Dollar Roundtable
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Advisor's Number of Clients: |
400
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| Assets Managed by Advisor: |
$80,000,00
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Compliance |
| Registered Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$100,000
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| Compensation Methods: |
Based on Assets
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| Fee % Based on Assets: |
1.5%
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| Minimum Fee Charged for Managed Accounts: |
$1,500
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| Prepared By: |
Arthur Salomon |
| Most Recent Update: |
08/13/2008 |
Frequently Asked Questions |
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