Role at Soltis Investment Advisors
- Title on Schedule A
- Director
- Control
- Hal Anderson is not a control person of Soltis Investment Advisors.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Hal Anderson has held the filed role since October 2025.
The firm
Form ADV filed 9 July 2026
Career on record
Hal Anderson has been registered through Soltis Investment Advisors since February 2012, and before that through Soltis Investment Advisors, Inc..
- – present · 15 yearsSt. George, UT · Adviser representative · Firm CRD 154690
- Soltis Investment Advisors, Inc.– · 18 yearsSt. George, UT · Adviser representative · Firm CRD 106134
- Passed Series 65 · 1993
Registrations and exams
Hal Anderson has a current investment-adviser registration in Utah and has passed 1 qualifying exam.
| State | Scope | Status | Since |
|---|---|---|---|
| Utah | Investment adviser representative | Approved | 2 February 2012 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 November 1993 |
- Name
- Uniform Investment Adviser Law Examination
Individual record
- Full name
- Hal Gary Anderson
- CRD
- 2432623
- Registration status
- Investment adviser registration
- Office
- 20 NORTH MAIN ST, SUITE 400, St. George, UT 84770
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Hal Anderson work?
Hal Anderson has been Director of Soltis Investment Advisors, LLC since October 2025.
Is Hal Anderson a financial advisor?
Yes. Hal Anderson has a current investment-adviser registration in Utah, through Soltis Investment Advisors since February 2012, as of 17 October 2026.
How many years of experience does Hal Anderson have?
Hal Anderson has worked in the financial industry for 32 years as of 17 October 2026, counted from 17 February 1994, across 2 adviser firms.
What exams has Hal Anderson passed?
Hal Anderson passed the Series 65 in November 1993.
Where did Hal Anderson work before Soltis Investment Advisors?
Before Soltis Investment Advisors, Hal Anderson was registered through Soltis Investment Advisors, Inc., December 1993 to December 2011.
Where is Hal Anderson based?
Hal Anderson’s registered office is in St. George, UT.
Leadership at Soltis Investment Advisors
- Tyler FinlinsonPresident
- Brent MooreExecutive Vice President
- Casey BarrusCFO
- Clive CholertonDirector
- Kenneth GrossfieldGeneral Counsel and CCO
- Mitchell HollinDirector
- Dana KurttilaDirector
- Takashi MoriuchiDirector
- Samuel RyderDirector
- Neal SimonDirector
- Clark TaylorCEO