Shawn Woods, financial advisor Saint George UT
90 score

Shawn Woods

CRD Number: 6205326
Current Firm: Soltis Investment Advisors, LLC

Shawn Woods (CRD# 6205326) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Soltis Investment Advisors LLC St George, UT Jan 2013 - Current 5
Nielson Wealth Management Boulder, CO Aug 2012 - Dec 2012 < 1
Lasso Savings, LLC Ft Collins, CO May 2011 - Dec 2012 1
University Of Colorado Boulder, CO Aug 2010 - Dec 2012 2
Acquire Marketing LLC Denver, CO May 2010 - Aug 2010 < 1
Balance Of Nature St George, UT Nov 2009 - May 2010 < 1
Rhino Pest Services Modesto, CA Apr 2009 - Oct 2009 < 1
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Encore Staffing Ogden, UT Jan 2008 - May 2008 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for Shawn S. Woods
Phone Number: 435-674-1600
Registered State(s):
  • CA
  • ID
  • NV
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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Clean Record
This advisor has a clean track record with regulators.

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