Unclaimed Profile

Zaccary Spencer Call

CAPITA FINANCIAL NETWORK, LLC·SANDY, Utah

SIE, Series 7, Series 63, Series 66CFPClean record16 years registeredCAPITA FINANCIAL NETWORK, LLC

9980 SOUTH 300 WEST, SANDY, UT 84070CRD# 5426003Firm CRD# 290558

Profile Verification

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

Identity

Zaccary Spencer Call · SANDY, UT

Registration

CRD #5426003 · CAPITA FINANCIAL NETWORK, LLC · 16 years registered

Brand Profile

Not yet started

Career History

CAPITA FINANCIAL NETWORK, LLC

Feb 2018 – present

ALLEGIS INVESTMENT ADVISORS, LLC

Nov 2015 – Jun 2018

sandy, UT

STRATEGIC ADVISERS, INC.

Sep 2009 – Nov 2015

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · September 11, 2009

Years registered · 16

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 Zaccary Spencer Call offer?

Zaccary Spencer Call specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SANDY, Utah for a consultation.

What are Zaccary Spencer Call's credentials?

Zaccary Spencer Call holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Zaccary Spencer Call located?

Zaccary Spencer Call 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 Zaccary Spencer Call charge for services?

Zaccary Spencer Call'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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