Hal Gary Anderson

Soltis Investment Advisors, LLC

31 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingHigh Net Worth

Soltis Investment Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

65 advisors

Number of Clients

4,499 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$8.4B

Fee Structure

Minimum Investment:$750K

Location

20 North Main, Suite 400, St. George, UT, 84770

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History

Regulatory History (1)

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Customer Dispute

April 2002

Settled

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Other Business Activities

Hal is the president of Soltis Holdings Inc., an investment-related consulting company, since 2019. He spends minimal time on this business.

Employment History

Current Registrations

Soltis Investment Advisors, LLC

February 2012 - Present · 14 yrs

Previous Registrations

Soltis Investment Advisors, LLC

September 2010 - September 2011 · 1 yr

Soltis Investment Advisors, INC.

December 1993 - December 2011 · 18 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.