Soltis Investment Advisors, LLC
Soltis Investment Advisors, LLC (CRD# 154690) is a financial advisory firm headquartered in Saint George, UT. They manage $1,020,083,242 in 963 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management1,020MILLION
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Total Number of Accounts963ACCOUNTS
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Average Account Value$1,059,276
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
AZ, CA, CO, FL, ID, LA, NV, TX, UT, WA
James Shumway (CRD# 1200901) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 19 years of experience in the finance industry. James Shumway has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kim Anderson (CRD# 1885428) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 19 years of experience in the finance industry.
Brett Archibald (CRD# 5872474) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 6 years of experience in the finance industry.
Tyler Finlinson (CRD# 4502449) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 15 years of experience in the finance industry.
Lon Henderson (CRD# 1075600) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 34 years of experience in the finance industry.
Reece Rovig (CRD# 5868367) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 6 years of experience in the finance industry.
Clark Taylor (CRD# 4261299) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 16 years of experience in the finance industry.
Brent Moore (CRD# 5929200) 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.
David Sentman (CRD# 6484813) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Lehi, UT and has over 4 years of experience in the finance industry.
William Wallace (CRD# 1706248) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has 1 year of experience in the finance industry.