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Emma Harrison Egan

Soltis Investment Advisors, LLC

St. George, UT

Southlake, TX

CRD 7730920

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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:

Current Employers
Soltis Investment Advisors, Llc

20 North Main St Suite 400, St. George, UT 84770 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-11
  • TX RA
    APPROVED
    Since 2026-03-11

Branch Locations

20 North Main St Suite 400, St. George, UT 84770 • United States

3120 Sabre Drive Suite 200, Southlake, TX 76092 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Plano TX 01/2021 02/2026
Learfield Img Eugene OR 04/2018 06/2020
Self Employed Portland OR 06/2020 01/2021
University Of Oregon Eugene OR 09/2016 06/2020
Soltis Investment Advisors, Llc Southlake TX 03/2026 Present
  • 01/2021 → 02/2026
    Fisher Investments
    Plano, TX
  • 04/2018 → 06/2020
    Learfield Img
    Eugene, OR
  • 06/2020 → 01/2021
    Self Employed
    Portland, OR
  • 09/2016 → 06/2020
    University Of Oregon
    Eugene, OR
  • 03/2026 → Present
    Soltis Investment Advisors, Llc
    Southlake, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-15
  • S65 Uniform Investment Adviser Law Examination
    2023-08-15
Other Names
  • Emma Egan

View on SEC IAPD

Nearby Firms

CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
MANAGED WEALTH ADVANTAGE, LLC

Nearby Investors

Dustin Lamar Woodbury
Clifford K Peterson
Amy Terry

Nearby Offices

CHARLES SCHWAB & CO., INC. · St. George, UT
LPL FINANCIAL LLC · ST GEORGE, UT
MANAGED WEALTH ADVANTAGE, LLC · SAINT GEORGE, UT

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