Soltis Investment Advisors, LLC
Soltis Investment Advisors, LLC (CRD# 154690) is a financial advisory firm headquartered in Saint George, UT. They manage $6,821,969,061 in 3,884 accounts and serve the financial needs of clients across 40 states (or territories).
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Total Assets Under Management6,822MILLION
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Total Number of Accounts3,884ACCOUNTS
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Average Account Value$1,756,429
- 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
AK, AL, AZ, CA, CO, CT, DC, 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
Clark Taylor (CRD# 4261299) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 23 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.
Tyler Wilkinson (CRD# 2768116) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 27 years of experience in the finance industry.
Jedd Wilson (CRD# 2448366) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Salt Lake City, UT and has over 24 years of experience in the finance industry.
Cody Wiseman (CRD# 6185336) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Chandler, AZ and has over 10 years of experience in the finance industry.
Shawn Woods (CRD# 6205326) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 10 years of experience in the finance industry.
Jacob Anderson (CRD# 7424818) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 2 years of experience in the finance industry.
Scott Barrett (CRD# 7489452) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 2 years of experience in the finance industry.
Ammon Christensen (CRD# 7187944) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Salt Lake City, UT and has over 4 years of experience in the finance industry.
Mardie Dotseth (CRD# 6996775) 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.