Coltin
Davis
Soltis Investment Advisors, LLC
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About this Advisor
Coltin Davis is a financial advisor based in Southlake, Texas, working with Soltis Investment Advisors, LLC. Coltin has previously held positions at Cfo4Life, Txfp Consulting, LLC, Home Depot, Texas A & M, La Quinta, All About Finance Blog, High Hopes, Leander High School, Ymca, Ausdal Financial Partners, Inc, and Soltis Investment Advisors LLC. Coltin has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Coltin is part of Soltis Investment Advisors, LLC, which operates out of Southlake, Texas. The firm has 9 offices and 95 employees. Soltis Investment Advisors, LLC manages assets totaling $8.4 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Soltis Investment Advisors, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Soltis Investment Advisors, LLC Brokerage Details
$8,352,553,865
95
4,499
$1,856,536
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Coltin Davis Work History
Soltis Investment Advisors LLC
Txfp Consulting, LLC
Cfo4Life
Home Depot
Ausdal Financial Partners, Inc
All About Finance Blog
La Quinta
Texas A & M
High Hopes
Ymca
Leander High School
Disclosures
Please visit the SEC profile of Coltin Davis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Soltis Investment Advisors, LLC
Saint George, UT
Southlake, TX
Saint George, UT
Salt Lake City, UT
Salt Lake City, UT
Saint George, UT
Southlake, TX
Saint George, UT
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