Brock
Andersen
Capita Financial Network, LLC
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About this Advisor
Brock Andersen is a financial advisor based in Sandy, Utah, working with Capita Financial Network, LLC. Brock has previously held positions at J.P. Morgan Chase Bank Na, J.P. Morgan Securities LLC, J.P. Morgan, Highcrest Management Group, Accretive Capital Partners, and Brigham Young University. Brock has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Brock is part of Capita Financial Network, LLC, which operates out of Sandy, Utah. The firm has 1 office and 40 employees. The firm manages assets totaling $1.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Capita Financial Network, LLC includes asset-based fees.
Certifications and Registrations
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Fee Structure
Office Location
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Capita Financial Network, LLC Brokerage Details
$1,461,172,171
40
4,976
$293,644
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Brock Andersen Work History
J.P. Morgan Chase Bank Na
J.P. Morgan Securities LLC
J.P. Morgan
J.P. Morgan
Highcrest Management Group
Accretive Capital Partners
Brigham Young University
Disclosures
Please visit the SEC profile of Brock Andersen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capita Financial Network, LLC
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
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