Director · Soltis Investment Advisors, LLC
Hal G. Anderson
CRD 2432623 · Named on Form ADV at one SEC-registered adviser
At a glance
Soltis Investment Advisors, LLC, an SEC-registered wealth manager based in St. George, UT with $12.0 billion in regulatory assets, lists Hal G. Anderson on its Form ADV as Director.
Firms and roles
- Soltis Investment Advisors, LLCDirectorWealth manager · St. George, UT · $12B in regulatory assets
AtlasMembers
Hal’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (11)
- Clark V. TaylorCEO, Soltis Investment Advisors, LLC
- Tyler J. FinlinsonPresident, Soltis Investment Advisors, LLC
- Brent D. MooreExecutive Vice President, Soltis Investment Advisors, LLC
- Casey J. BarrusCFO, Soltis Investment Advisors, LLC
- Kenneth I. GrossfieldGeneral Counsel and CCO, Soltis Investment Advisors, LLC
6 more people named with Hal on the same filings, with titles and firms. Free in Atlas with a free account.
See all 11 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Hal’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.