Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cabe? Claim Your ProfileCabe Atkinson is a registered Investment Advisor Representative with Soltis Investment Advisors, LLC, a firm that offers a variety of financial planning and investment advisory services to individuals, businesses, charitable organizations, and pension and profit-sharing plans. Cabe is also registered in California, Nevada, and Utah. Cabe has held several positions in the financial industry, including President of Shumway Insurance Group and owner of SOT Benefits, Inc. Cabe has a strong understanding of the financial markets and a commitment to providing clients with personalized financial advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
UT
06/26/2017 - Present
Soltis Investment Advisors, LLC (American Fork UT)
UT
12/19/2008 - 08/13/2010
INTERMOUNTAIN FINANCIAL SERVICES, INC. (AMERICAN FORK UT)
IA
Issued 07/15/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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