Alison Avery Drews

Employer firm

Capita Financial Network, LLC CRD 290558

$2.32B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2021 → 05/2023
  Fisher Investments
  Plano, TX
• 07/2019 → 08/2020
  Taiyo Yuden
  Solana Beach, CA
• 05/2018 → 03/2019
  Prosource Wholesale
  San Diego, CA
• 08/2015 → 05/2018
  Peet's Coffee/Starbucks
  Azusa, CA
• 08/2014 → 05/2018
  Azusa Pacific University
  Azusa, CA
• 03/2019 → 07/2019
  Unemployed
  San Diego, CA
• 08/2020 → 02/2021
  Unemployed
  San Diego, CA
• 12/2023 → Present
  Capita Financial Network
  Sandy, UT
• 05/2023 → 12/2023
  Unemployed
  Saratoga Springs, UT

Previous Registrations

• 2023-03-10 → 2023-05-08
  Fisher Investments
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-10

Other Names

• Alison Drews
• Alison Avery Frasca