David Tippets

from Soltis Investment Advisors, LLC
SEC regulated
Regulated Investment Advisor
David Tippets is a financial advisor based in Utah, St. George, with 13 years of experience. David currently works for Soltis Investment Advisors, LLC. David maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S63 (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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David Tippets works at Soltis Investment Advisors, LLC
Soltis Investment Advisors, LLC is a financial advisory firm based in St. George, Utah. It currently has approximately $5,644,684,596 of assets under management and employs about 56 people. Soltis Investment Advisors, LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Securities Agent State Law Examination (S63)
Years registered
4 years
Fee structure
A percentage of assets under your management, fixed fees and performance-based fees
Office location
20 North Main, Suite 400, St. George, Utah, 84770

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