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Irl Solomon

28 Years of Experience
Fort Lauderdale, FL
Broker

Irl Solomon is a registered investment advisor at RBC Capital Markets, LLC, based in Fort Lauderdale, FL, with 28 years of industry experience. Irl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

500 East Broward Blvd, Suite 2200, Fort Lauderdale, FL, 33394-3000

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
RBC Capital Markets, LLC
January 2015 - Present · 11 yrs 4 mos
RBC Capital Markets, LLCBroker
January 2015 - Present · 11 yrs 4 mos
RBC Capital Markets, LLC
January 2015 - Present · 11 yrs 4 mos
Previous Registrations
Barclays Capital INC.Broker
June 2012 - February 2015 · 2 yrs 8 mos
Barclays Capital INC.
June 2012 - February 2015 · 2 yrs 8 mos
Morgan Stanley Smith Barney LLC
June 2009 - July 2012 · 3 yrs 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - July 2012 · 3 yrs 1 mo
Morgan Stanley & CO. Incorporated
April 2009 - June 2009 · 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2009 - June 2009 · 2 mos
Credit Suisse Securities (USA) LLC
January 2003 - April 2009 · 6 yrs 3 mos
Credit Suisse Securities (USA) LLCBroker
June 2001 - April 2009 · 7 yrs 10 mos
Donaldson Lufkin & Jenrette Securities Corporation
September 1997 - January 2003 · 5 yrs 4 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
September 1997 - January 2003 · 5 yrs 4 mos
State Registrations22 states
ALCACOCTFLGAILMAMIMNMONCNENJNVNYPATXVAVirgin IslandsWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.