Julian Harwell (CRD# 239264) is an Investment Advisor Representative working at Solomon Investments & Financial Planning, LLC in Macon, GA and has over 41 years of experience in the finance industry.
CRD# 4286283
Patton Albertson Miller Group, LLC
CRD# 2507388
Cfs Wealth Management
CRD# 1257428
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Solomon Investments & Financial Planning, LLC | Macon, GA | Aug 2018 - Current | 5 |
| J.f.h. Financial Solutions | Conyers, GA | Jul 2003 - Current | 20 |
| Dominion Investor Services, Inc. | Horseshoe Bay, TX | Jan 2018 - Jul 2018 | < 1 |
| Ameritas Life Insurance Corp | Lincoln, NE | Aug 2016 - Dec 2017 | 1 |
| Ameritas Investment Corp | Lincoln, NE | Jun 2005 - Dec 2017 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1983 |
- GA
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts60ACCOUNTS
-
Average Account Value$58,333
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
GA
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