Shirley Spencer has been an investment adviser representative at Coign Capital Advisors since June 2026, and is not listed among the firm’s executive officers or direct owners.
Coign Capital Advisors LLC is a Draper, UT firm with $473M under management, 466 clients and 6 advisers in one office, as of its February 2026 filing.
- Coign Capital Advisors LLCCurrent– present · under a yearDraper, UT · Adviser representative · Firm CRD 171306
Investment adviser representative registrations
Shirley Spencer is registered as an investment adviser representative in Utah, since June 2026.
- UtahSince 2 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 April 2026 |
| SIE | Securities Industry Essentials Examination | 9 December 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Shirley Crosby Spencer
- CRD
- 8285838
- Firm
- Coign Capital Advisors · CRD 171306
- Office
- 12012 SOUTH 700 E., SUITE 100, Draper, UT 84020
- Registration
- Investment adviser registration
- In the industry since
- June 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Shirley Spencer work?
Shirley Spencer is an investment adviser representative registered through Coign Capital Advisors LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Shirley Spencer a financial advisor?
Yes. Shirley Spencer has a current investment-adviser registration in Utah, through Coign Capital Advisors since June 2026.
How many years of experience does Shirley Spencer have?
Shirley Spencer has 0 years in the financial industry, since June 2026, across 1 adviser firm.
What exams has Shirley Spencer passed?
Shirley Spencer has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in December 2025.
Where is Shirley Spencer based?
Shirley Spencer’s registered office is in Draper, UT.
Is Shirley Spencer registered with FINRA?
No. Shirley Spencer has no current broker registration.
How can I verify Shirley Spencer’s record?
Search CRD 8285838 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shirley Spencer’s full registration record.
