David
Tippets
Soltis Investment Advisors, LLC
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About this Advisor
David Tippets is a financial advisor working out of Saint George, Utah with a total of 2 years of industry experience. Tippets currently works for Soltis Investment Advisors, LLC. Throughout their career, they have worked at Principal Life Insurance Company, Princor Financial Services Corporatoin and Principal Securities Inc. Tippets holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Soltis Investment Advisors, LLC is a financial advisory company that has its headquarters in Saint George, UT. It has offices in seven locations and a total of 56 employees. It handles $6 billion in assets among its 3,387 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to 18 charities and foundations. Of its 3,387 client accounts, 50% are held by high-net-worth clients who have more than $1 million in investable assets. The firm has a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules largely are based on which services the firm provides the client. Fees billed by Soltis Investment Advisors, LLC can be comprised of some blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Soltis Investment Advisors, LLC Brokerage Details
$5,644,684,596
56
3,387
$1,666,574
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
David Tippets Work History
David has been registered as a financial advisor for 2 years.*
Principal Securities Inc
Principal Life Insurance Company
Princor Financial Services Corporatoin
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Tippets to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Soltis Investment Advisors, LLC
Saint George, UT
Saint George, UT
Chandler, AZ
Saint George, UT
Saint George, UT
Saint George, UT
Saint George, UT
Salt Lake City, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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