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Samuel S
Verified by Warmer
Series 66
Lake Forest, CA
Solid State Wealth Advisory Group
Samuel Sharples is a financial advisor at Solid State Wealth Advisory Group with 12 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LLC for 11 years and Waddell & Reed for one year. Solid State Wealth Advisory Group is an SEC-registered wealth management firm serving individuals, high-net-worth clients, and businesses. The firm provides discretionary investment management, financial planning, and consulting with investment strategies tailored to clients’ goals, risk tolerance, and time horizon, utilizing a variety of analytical methods and may appoint sub-advisors to manage client accounts.
Mohammad P
Series 66
Lake Forest, CA
Solid State Wealth Advisory Group
Mohammad Popal is a financial advisor at Solid State Wealth Advisory Group with 15 years of industry experience. He holds the Series 66 designation and previously worked at Financial Advocates Investment Management and LPL Financial, LLC. Outside of advising, he is involved in freelance photography. Solid State Wealth Advisory Group is an SEC-registered wealth management firm serving individuals, high-net-worth individuals, and businesses. The firm offers discretionary investment management, financial planning, and consulting services, employing a client-tailored approach using various analytical methods and may appoint sub-advisors to manage client portfolios.
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