Tanner Smith (CRD# 7376652) is an Investment Advisor Representative working at Capita Financial Network, LLC in Sandy, UT and has over 2 years of experience in the finance industry.
CRD# 6291844
The Caprock Group, LLC
CRD# 873025
Robert W. Baird & Company Incorporated
CRD# 5214303
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capita Financial Network | Sandy, UT | Oct 2021 - Current | 2 |
| Lakeridge Construction | Highland, UT | Feb 2020 - Oct 2021 | 1 |
| Southern Utah University | Cedar City, UT | Sep 2018 - Feb 2020 | 1 |
| Lakeridge Construction | Highland, UT | Jun 2018 - Sep 2018 | < 1 |
| Church Of Jesuis Christ Of Latter-day Saints | Charlotte, NC | Jun 2016 - Jun 2018 | 2 |
| Pizza Pie Cafe | Highland, UT | Sep 2011 - Jun 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- UT
-
Total Assets Under Management1,461MILLIONS
-
Total Number of Accounts4,976ACCOUNTS
-
Average Account Value$293,644
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, HI, ID, MO, NC, NE, NV, OR, TX, UT, VA, WA, WY
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