Unclaimed Profile

Lucas Linden Allen

CAPITA FINANCIAL NETWORK, LLC·SANDY, Utah

SIE, Series 4, Series 7, Series 63CFPClean record8 years registeredCAPITA FINANCIAL NETWORK, LLC

9980 SOUTH 300 WEST, SANDY, UT 84070CRD# 5430071Firm CRD# 290558

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lucas Linden Allen · SANDY, UT

Registration

CRD #5430071 · CAPITA FINANCIAL NETWORK, LLC · 8 years registered

Brand Profile

Not yet started

Career History

PRIVATE ADVISOR GROUP, LLC

Jul 2024 – present

PRESTIGE WEALTHWIDE, LLC

Jun 2023 – Jul 2024

LEHI, UT

LANDMARK WEALTH ADVISORS, LLC

Jun 2022 – Jun 2023

FARMINGTON, UT

CAPITA FINANCIAL NETWORK, LLC

Feb 2018 – Jun 2022

Sandy, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 63

Registration record

First registered · February 16, 2018

Years registered · 8

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITA FINANCIAL NETWORK, LLC

CRD 290558 · SEC 801-112411

AUM

$1.5B

Regulatory assets under management

Employees

4,976 client accounts

Services offered by CAPITA FINANCIAL NETWORK, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CAPITA FINANCIAL NETWORK, LLC →

Introduction

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Frequently Asked Questions

What services does Lucas Linden Allen offer?

Lucas Linden Allen specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SANDY, Utah for a consultation.

What are Lucas Linden Allen's credentials?

Lucas Linden Allen holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Lucas Linden Allen located?

Lucas Linden Allen is based in SANDY, Utah, working with CAPITA FINANCIAL NETWORK, LLC. Their office serves clients in the SANDY metropolitan area and surrounding communities.

How does Lucas Linden Allen charge for services?

Lucas Linden Allen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITA FINANCIAL NETWORK, LLC?

CAPITA FINANCIAL NETWORK, LLC has approximately 40 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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