Clark Valantine Taylor

Employer firm

Soltis Investment Advisors, LLC CRD 154690

$12.0B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2004 → Present
  Soltis Investment Advisors
  St George, UT

Previous Registrations

• 2004-04-19 → 2011-12-12
  Soltis Investment Advisors, Inc.
  St George, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-04-16
• S63 Uniform Securities Agent State Law Examination
  2000-09-28

Other Names

• Clark Valantine Taylor
• Clark Valantine Taylor