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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krista? Claim Your ProfileKrista Young is a registered Investment Advisor Representative in Utah, working at Soltis Investment Advisors, LLC. Krista has been in the industry since February 2018. Krista holds the Series 65 license. Krista has experience in the financial services industry, working at companies like Legacy Wealth Management, LLC, Goldman Sachs, and Reliant Pest Management. Krista works with a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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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UT
04/04/2023 - Present
Soltis Investment Advisors, LLC (ST. GEORGE UT)
IA
Issued 02/02/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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