Elizabeth C Guerrero
Investment adviser representative at Capita Financial Network, LLC
12 yearsExperience
1 stateRegistered in
$2.3BFirm assets
8 yearsFirm in business
Are you Elizabeth C Guerrero? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Capita Financial Network, LLCSep 2022 to now
- Ep Wealth AdvisorsOct 2020 to Sep 2022
- Financial Insight CenterApr 2018 to Oct 2020
- Cat Cora's KitchenJan 2017 to Apr 2018
- Utah Community ActionJan 2014 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
Capita Financial Network, LLC
$2.3BAssets managed
2,888Clients
37Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8200464
- Firm CRD
- 290558