Hal Gary Anderson

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

• 01/2003 → Present
  Soltis Investment Advisors
  St. George, UT

Previous Registrations

• 1993-12-30 → 2011-12-12
  Soltis Investment Advisors, Inc.
  St. George, UT
• 2010-09-21 → 2011-09-01
  Soltis Investment Advisors, Llc
  St. George, UT

Other Businesses

Soltis Holdings Inc., 20 N. Main Street, Suite 400, St. George, Ut, 84770 - Consulting Company (Investment Related). President since 2019. Total hours per month devoted to this business: 2 hours. No hours devoted to this business during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-11-30