Alan Soltman
Alan Soltman is a registered investment advisor at Raymond James & Associates, INC., based in Los Angeles, CA, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
10390 Santa Monica Blvd. #270, Los Angeles, CA, 90025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alan is the president and 100% owner of Merlis, Soltman Green and Associates, an accountancy corporation, since 1993. He works as a CPA, dedicating full-time hours to this role.
Employment History
Current Registrations
Raymond James & Associates, INC.
Previous Registrations
J.A.D. Financial and Insurance Services, LLC
State Registrations1 state
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