Unclaimed Profile

Clark Valantine Taylor

SOLTIS INVESTMENT ADVISORS, LLC·ST. GEORGE, Utah

Series 6, Series 7, Series 63, Series 65Clean record22 years registeredSOLTIS INVESTMENT ADVISORS, LLC

20 NORTH MAIN, ST. GEORGE, UT 84770CRD# 4261299Firm CRD# 154690

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Clark Valantine Taylor · ST. GEORGE, UT

Registration

CRD #4261299 · SOLTIS INVESTMENT ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

SOLTIS INVESTMENT ADVISORS, LLC

Sep 2010 – present

SOLTIS INVESTMENT ADVISORS, INC.

Apr 2004 – Dec 2011

ST GEORGE, UT

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · April 19, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SOLTIS INVESTMENT ADVISORS, LLC

CRD 154690 · SEC 801-71833

AUM

$6.8B

Regulatory assets under management

Employees

3,884 client accounts

Services offered by SOLTIS INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SOLTIS INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Clark Valantine Taylor offer?

Clark Valantine Taylor specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. GEORGE, Utah for a consultation.

What are Clark Valantine Taylor's credentials?

Clark Valantine Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Clark Valantine Taylor located?

Clark Valantine Taylor is based in ST. GEORGE, Utah, working with SOLTIS INVESTMENT ADVISORS, LLC. Their office serves clients in the ST. GEORGE metropolitan area and surrounding communities.

How does Clark Valantine Taylor charge for services?

Clark Valantine Taylor's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SOLTIS INVESTMENT ADVISORS, LLC?

SOLTIS INVESTMENT ADVISORS, LLC has approximately 72 employees and manages $6.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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