Best Investors Account Sign in
Inactive

Emma Harrison Egan

Soltis Investment Advisors, LLC

St. George, UT

Southlake, TX

Claim This Profile
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

Other Firms

CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
MANAGED WEALTH ADVANTAGE, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WMX ADVISORS, LLC DBA WEALTH MANAGEMENT EXPERIENCE
SURGE CAPITAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

Dustin Lamar Woodbury
Clifford K Peterson
Amy Terry
Eric Jon Andra
JAMES BRYAN WASHBURN
DAVID DEAN POLATIS
Tyler Preston Eliason
KEVIN DEVONTE RORIE

Other Offices

CHARLES SCHWAB & CO., INC. · St. George, UT
LPL FINANCIAL LLC · ST GEORGE, UT
MANAGED WEALTH ADVANTAGE, LLC · SAINT GEORGE, UT
CETERA INVESTMENT ADVISERS LLC · St George, UT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · St. George, UT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Saint George, UT
WMX ADVISORS, LLC DBA WEALTH MANAGEMENT EXPERIENCE · SAINT GEORGE, UT
SURGE CAPITAL LLC · ST. GEORGE, UT

More in St. George, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor