Thomas
Adams
Soltis Investment Advisors, LLC
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About this Advisor
Thomas Adams is a financial advisor based in Saint George, Utah, working with Soltis Investment Advisors, LLC. Thomas has previously held a position at Soltis Investment Advisors LLC. Thomas has passed the Series 65 regulatory exam and is registered to provide services in California, Idaho, Nevada, and Utah. Currently, Thomas is part of Soltis Investment Advisors, LLC, which operates out of Saint George, Utah. The firm has 7 offices and 72 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Soltis Investment Advisors, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Soltis Investment Advisors, LLC Brokerage Details
$6,821,969,061
72
3,884
$1,756,429
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
Thomas Adams Work History
Soltis Investment Advisors LLC
Disclosures
Please visit the SEC profile of Thomas Adams 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
Chandler, AZ
Saint George, UT
Saint George, UT
Salt Lake City, UT
Saint George, UT
Saint George, UT
Saint George, UT
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