Unclaimed Profile

Hal Gary Anderson

SOLTIS INVESTMENT ADVISORS, LLC·ST. GEORGE, Utah

Series 6532 years registeredSOLTIS INVESTMENT ADVISORS, LLC

20 NORTH MAIN, ST. GEORGE, UT 84770CRD# 2432623Firm CRD# 154690

Profile Verification

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

Identity

Hal Gary Anderson · ST. GEORGE, UT

Registration

CRD #2432623 · SOLTIS INVESTMENT ADVISORS, LLC · 32 years registered

Brand Profile

Not yet started

Career History

SOLTIS INVESTMENT ADVISORS, LLC

Feb 2012 – present

SOLTIS INVESTMENT ADVISORS, LLC

Sep 2010 – Sep 2011

ST. GEORGE, UT

SOLTIS INVESTMENT ADVISORS, INC.

Dec 1993 – Dec 2011

ST. GEORGE, UT

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 30, 1993

Years registered · 32

Disclosure History

2002Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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

Speak with Hal

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Hal is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ST. GEORGE?

Browse all registered financial advisors in ST. GEORGE, Utah or claim this profile if it's yours.

Browse ST. GEORGE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Hal Gary Anderson offer?

Hal Gary Anderson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. GEORGE, Utah for a consultation.

What are Hal Gary Anderson's credentials?

Hal Gary Anderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Hal Gary Anderson located?

Hal Gary Anderson 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 Hal Gary Anderson charge for services?

Hal Gary Anderson'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →