Career
Clark Taylor has been CEO of Soltis Investment Advisors since October 2025. Clark Taylor is a control person of the firm and directly owns under 5% of it.
Soltis Investment Advisors, LLC is a St. George, UT firm with $12B under management, 5,414 clients and 63 advisers across 20 offices, as of its July 2026 filing.
Taylor joined Soltis Investment Advisors in 2003. He worked with institutional clients before moving to the firm’s wealth management business, where he has served as managing partner since 2013.
- – present · 16 yearsSt. George, UT · Adviser representative · Firm CRD 154690
- Soltis Investment Advisors, Inc.– · 7 yearsSt George, UT · Adviser representative · Firm CRD 106134
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Utah | Approved | 29 September 2010 |
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 April 2004 |
| Series 7 | General Securities Representative Examination | 25 June 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 September 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 September 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
Individual record
- Full name
- Clark Valantine Taylor
- CRD
- 4261299
- Office
- 20 NORTH MAIN ST, SUITE 400, St. George, UT 84770
- Firm bio
- soltisadvisors.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Clark Taylor work?
Clark Taylor has been CEO of Soltis Investment Advisors, LLC since October 2025, and is a control person of the firm.
Is Clark Taylor a financial advisor?
Yes. Clark Taylor has a current investment-adviser registration in Utah, through Soltis Investment Advisors since September 2010.
How many years of experience does Clark Taylor have?
Clark Taylor has 22 years in the financial industry, since April 2004, across 2 adviser firms.
What exams has Clark Taylor passed?
Clark Taylor has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 65. The earliest, the Series 63, was passed in September 2000.
Where is Clark Taylor based?
Clark Taylor’s registered office is in St. George, UT.