Spencer Page (CRD# 7262938) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 3 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sofi Securities, LLC | San Francisco, CA | Apr 2021 - Current | 3 |
| Sofi Wealth, LLC | San Francisco, CA | Apr 2021 - Current | 3 |
| Wells Fago Clearing Services LLC | Salt Lake City, UT | May 2020 - Apr 2021 | < 1 |
| Rhi General Group | San Ramon, CA | May 2020 - Aug 2020 | < 1 |
| Horrocks Engineers | Layton, UT | Jul 2019 - May 2020 | < 1 |
| Assure Services | Cottonwood Heights, UT | May 2019 - Aug 2019 | < 1 |
| University Of Utah | Salt Lake City, UT | Jan 2018 - Aug 2019 | 1 |
| Jimmy John's | Cottonwood Heights, UT | Oct 2017 - May 2019 | 1 |
| Discover Financial Services | Salt Lake City, UT | Jan 2017 - Oct 2017 | < 1 |
| Captioncall | Salt Lake City, UT | Jan 2015 - Dec 2016 | 1 |
| Winger's Restaurant | St. George, UT | Nov 2014 - Dec 2014 | < 1 |
| Dixie State University | St. George, UT | Aug 2014 - Dec 2014 | < 1 |
| Capriotti's Sandwiches | St. George, UT | Aug 2014 - Nov 2014 | < 1 |
| Rand's Auto Sales | North Salt Lake, UT | May 2014 - Aug 2014 | < 1 |
| Full Time Student/unemployed Minor | Salt Lake City, UT | Jan 2010 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2020 |
- UT
-
Total Assets Under Management944MILLIONS
-
Total Number of Accounts165,546ACCOUNTS
-
Average Account Value$5,699
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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