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Tyler Jon Finlinson Mr.

Investment Adviser Representative at SOLTIS INVESTMENT ADVISORS, LLC

St. George, UTCRD #4502449Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Utah
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/9/2003
Series 63
Uniform Securities Agent State Law Examination
Passed 4/29/2002
Series 7
General Securities Representative Examination
Passed 12/23/2002
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/21/2002

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Up to $1,000,0001.25%
$1,000,000 - $2,000,0001.15%
$2,000,000 - $5,000,0000.90%
$5,000,000 - $10,000,0000.80%
Over $10,000,000
Account minimum: $750,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Soltis Investment Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SOLTIS INVESTMENT ADVISORS, LLCCurrent
9/28/2010St. George, UT
SOLTIS INVESTMENT ADVISORS, INC.
7/29/200912/13/2011St George, UT
RUSSELL INVESTMENTS
1/27/20064/20/2009Tacoma, WA
STRONG CAPITAL MANAGEMENT INC
1/10/20038/6/2004Menomonee Falls, WI

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

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Tyler Jon Finlinson Mr. - Financial Advisor in St. George, UT | AdvisorFinder