Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Coltin? Claim Your ProfileColtin Edward Davis is an Investment Advisor Representative at Soltis Investment Advisors, LLC. Coltin has been in the industry for a short time and is registered in Texas, Utah, Washington, and New Mexico. Coltin has passed the Series 66, Series 7TO, and SIE exams. In addition to his work at Soltis Investment Advisors, LLC, Coltin is also the owner/managing partner of TXFP CONSULTING, a business that is currently dormant. Coltin is a registered insurance agent and receives commissions through the sale of insurance products.
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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TX
04/18/2023 - Present
Soltis Investment Advisors, LLC (Southlake TX)
TX
01/12/2022 - 01/04/2023
AUSDAL FINANCIAL PARTNERS, INC. (COPPELL TX)
BOTH
Issued 03/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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