Cabe Atkinson, financial advisor American Fork UT

Cabe Atkinson

CRD Number: 5628288
Current Firm: Soltis Investment Advisors, LLC

Cabe Atkinson (CRD# 5628288) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in American Fork, UT and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Shumway Insurance Group American Fork, UT Nov 1997 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2009
S65 NASAA Investment Advisors Law Examination Jul 2016
Contact Info for Cabe K. Atkinson
Phone Number: 435-674-1600
Registered State(s):
  • CA
  • NV
  • UT
By the Numbers
  • Total Assets Under Management
    5,645
    MILLIONS
  • Total Number of Accounts
    3,387
    ACCOUNTS
  • Average Account Value
    $1,666,574
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

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