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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Stanton Barrett is a registered Investment Advisor Representative in Utah with Soltis Investment Advisors, LLC. Scott has been in the industry since 2014, with experience in various sectors including finance, accounting, and customer service. Scott holds the Series 65 license and specializes in providing financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm provides a range of advisory services, including financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and publication of periodicals.
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
01/06/2022 - Present
Soltis Investment Advisors, LLC (ST. GEORGE UT)
IA
Issued 12/22/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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