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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Wallace is an Investment Advisor Representative with Soltis Investment Advisors, LLC. William Wallace is registered with the state of Utah. William Wallace is a Chartered Financial Analyst and holds Series 52 and Series 53 securities licenses. William Wallace has been in the industry since 1987. William Wallace specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Soltis Investment Advisors, LLC is a registered investment advisor firm headquartered in St. George, Utah. The firm manages assets for individuals, corporations, pension and profit-sharing plans, charitable organizations, and high-net-worth 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
04/09/2014 - Present
Soltis Investment Advisors, LLC (ST. GEORGE UT)
BC
Issued 02/18/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/30/1987
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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