Spencer
Harmon
Captrust
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About this Advisor
Spencer Harmon is a financial advisor based in Draper, Utah, working with Captrust. Spencer has previously held positions at Fidelity, Select Group Realty, Exit Realty Success, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, Armed Forces, Capfinancial Partners LLC (Captrust), and Capfinancial Securities LLC. Spencer has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Utah. Currently, Spencer is part of Captrust, which operates out of Draper, Utah. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Spencer Harmon Work History
Capfinancial Partners LLC (Captrust)
Capfinancial Securities LLC
Armed Forces
Northwestern Mutual Investment Services LLC
Northwesern Mutual Life Insurance Company
Select Group Realty
Exit Realty Success
Fidelity
Disclosures
Please visit the SEC profile of Spencer Harmon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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