A complete list of active advisors currently associated with Solid Rock Investment Advisory LLC
Warmer can help you find a great advisor at Solid Rock Investment Advisory LLC or one who fits your needs even better.
Solid Rock Investment Advisory LLC is a state‑registered independent advisory firm that provides discretionary asset management along with financial planning and consultation services. It offers ongoing portfolio management tailored to individual goals and time horizons, plus full financial plans and topic‑specific consultations. The firm’s investment approach is client‑driven and combines fundamental analysis and charting with both long‑term and short‑term strategies, implemented under discretionary trading authority. Accounts are reviewed at least quarterly for suitability, target allocation and rebalancing, and the firm directs clients to a designated custodian for trade execution and reporting. Notably, the firm is affiliated with an insurance practice and the principal devotes a substantial portion of professional time to insurance activities; the brochure discloses that commission‑based insurance products may be offered and represents a potential conflict of interest. The advisory practice also emphasizes serving individuals, high‑net‑worth clients, trusts and estates and does not indicate a focus on non‑HNW retail individual clients, and it operates with a small client roster and modest assets under management.
To learn more about the advisors currently working at Solid Rock Investment Advisory LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Cleveland, TN
| 17
|
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