Scott
Barrett
Soltis Investment Advisors, LLC
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About this Advisor
Scott Barrett is a financial advisor working out of Saint George, Utah who has 1 year of industry experience. Barrett is on the advisory team at Soltis Investment Advisors, LLC. The advisor has gained experience at Soltis Investment Advisors LLC, Hallows & Company, Snow & Nelson Llp, Certified Public Accountants, Skywest Airlines, Cti Contractors (Mih Management), Cache Valley Bank, Staples, Family Matters Services, Dixie State University, The Church Of Jesus Christ Of Latter Day Saints and Dixie High School. Barrett holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Utah. Soltis Investment Advisors, LLC is a registered investment company operating out of Saint George, UT. The firm has offices in seven locations and a total of 56 advisors. It has $6 billion in total assets between its 3,387 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 18 charitable organizations. Of its 3,387 client accounts, 50% belong to high-net-worth individuals who have at least $1 million in investable assets. Soltis Investment Advisors, LLC provides a wide range of services, including 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 typically depend on which service is offered. Fee types billed by Soltis Investment Advisors, LLC likely are comprised 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
Scott Barrett Work History
Scott has been registered as a financial advisor for 1 years.*
Soltis Investment Advisors LLC
Hallows & Company
Snow & Nelson Llp, Certified Public Accountants
Skywest Airlines
Cti Contractors (Mih Management)
Cache Valley Bank
Staples
Family Matters Services
Dixie State University
The Church Of Jesus Christ Of Latter Day Saints
Dixie State University
Dixie State University
Dixie High School
*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 Scott Barrett 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
Chandler, AZ
Saint George, UT
Saint George, UT
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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