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Solis Wealth Management
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DIGITAL BROCHURE

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Introductory Package

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About LPL Financial – The Strength of Partnership


Profile Booklet


Risk Tolerance Questionnaire


Disclosure Message

The Wealth Advisors of Solis Wealth Management are also Registered Representatives with and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial registered representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AR, AZ, CA, CO, CT, FL, HI, ID, IL, KS, MA, MI, MT, NJ, NV, NY, OH, SC, SD, TX, UT, VA, WA, WI, WY.

If your state of residence is not listed, please contact our office and we may consider adding your state or we can help you locate an LPL Financial Registered Representative in your state of residence.

Solis Wealth Management, Inc
78-075 Main Street, Suite 204
La Quinta, CA 92253
Phone: (760) 771-3339
Fax: (760) 771-3181

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