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Hal Gary Anderson

Investment adviser representative at Soltis Investment Advisors, LLC
23 yearsExperience
1 stateRegistered in
$12BFirm assets
16 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

23 years in the industry.

  1. Soltis Investment Advisors, LLCJan 2003 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law1993

State registrations

Registered as an investment adviser representative in 1 state (UT).

Soltis Investment Advisors, LLC

$12BAssets managed
5,414Clients
79Advisers
16 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2432623
Firm CRD
154690
Advisor's SEC record (opens in a new tab)
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