Thomas Adams, financial advisor Saint George UT
90 score

Thomas Adams

CRD Number: 6244337
Current Firm: Soltis Investment Advisors, LLC

Thomas Adams (CRD# 6244337) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 4 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
Skywest Airlines St George, UT Aug 2012 - Jan 2013 < 1
Wells Fargo St George, UT Dec 2011 - Aug 2012 < 1
Fabulous Freddy's Car Wash St George, UT Nov 2010 - Dec 2011 1
Lds Church Asuncion, Oct 2008 - Nov 2010 2
Home Depot Layton, UT May 2008 - Oct 2008 < 1
Summit Landscaping Syracuse, UT May 2007 - Aug 2008 1
Screenplay Orem, UT Aug 2007 - May 2008 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Thomas J. Adams
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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