Tyler
Williamson
Capita Financial Network, LLC
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About this Advisor
Tyler Williamson is a financial advisor operating out of Sandy, Utah, with a total of 5 years of industry experience. Williamson is an advisor for Capita Financial Network, LLC. Over the course of their career, Williamson has held roles at Allegis Investment Advisors, LLC, Mbl Financial Dba Capita Financial Network, Food Storage Chef and Capita Financial Network, LLC. Williamson maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Utah. Capita Financial Network, LLC is a financial advisory company that has its headquarters in Sandy, UT. The firm has a total of 31 financial advisors. It administers $1 billion in assets across its 4,297 client accounts, making it one of the larger firms in the United States by assets under management. Of its 4,297 client accounts, just 13% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Capita Financial Network, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advisory services largely vary depending on the financial services. However, fees charged by Capita Financial Network, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capita Financial Network, LLC Brokerage Details
$1,163,105,301
31
4,297
$270,678
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Tyler Williamson Work History
Tyler has been registered as a financial advisor for 5 years.*
Capita Financial Network, LLC
Allegis Investment Advisors, LLC
Mbl Financial Dba Capita Financial Network
Food Storage Chef
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tyler Williamson 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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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