AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
CG

Candice Graham

Kansas·CRD #6160801
IA Rep

Investment Adviser Rep at UNITED CAPITAL MANAGEMENT OF KANSAS, INC.

Experience
9 yrs
States
1
Exams
1
Since
2017
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$25k
View profile
CG

Candice Guadagnino

Alabama·CRD #6774563
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
9 yrs
States
44
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
CH

Candice Hammond

Arizona·CRD #1108294
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
43 yrs
States
34
Exams
4
Since
1983
Est. fee
AUM / Commission / Flat Fee
View profile
CH

Candice Hobbs

Alabama·CRD #7230731
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
5 yrs
States
53
Exams
6
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Candice Jean Wisdom

Wyoming·CRD #7664389
IA Rep

Investment Adviser Rep at RW BAKER WEALTH MANAGEMENT GROUP LLC

Experience
3 yrs
States
1
Exams
2
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$50k
View profile
CL

Candice Lira

Florida·CRD #6963245
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
6 yrs
States
3
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CL

Candice L Mobley

Alabama·CRD #4169524
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
26 yrs
States
22
Exams
4
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
CL

Candice Lynn Genrich

Wisconsin·CRD #8231960
IA Rep

Investment Adviser Rep at BREAKTHRU ADVISORY SERVICES, LLC

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly
View profile
CM

Candice Mae Oakley

Pennsylvania·CRD #6699838
IA Rep

Investment Adviser Rep at HBKS WEALTH ADVISORS

Experience
7 yrs
States
1
Exams
1
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
CM

Candice M Baker

Wisconsin·CRD #5224067
Dual-registered

Dual-registered at JOHNSON WEALTH INC.

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Flat Fee
View profile
CN

Candice Neal

Arizona·CRD #7577518
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
1 yrs
States
19
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
CR

Candice Renee Storm

Alabama·CRD #2996980
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
26 yrs
States
46
Exams
4
Since
2000
Est. fee
AUM / Flat Fee
View profile
CR

Candice Richardson

California·CRD #6485888
IA Rep

Investment Adviser Rep at LIDO

Experience
2 yrs
States
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
CR

Candice R Kakar

California·CRD #5154264
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
18 yrs
States
5
Exams
3
Since
2008
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CR

Candice Ruth Monroe

Arizona·CRD #4035805
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
19 yrs
States
4
Exams
4
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
CS

Candice Stanley

Alabama·CRD #6035716
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

Experience
14 yrs
States
8
Exams
5
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
CL

Candida Lucila Bobonis Roig

Arizona·CRD #1205376
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
42 yrs
States
25
Exams
4
Since
1984
Est. fee
AUM / Commission / Flat Fee
View profile
CP

Candido Palomarez III

Alabama·CRD #2359908
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
32 yrs
States
14
Exams
5
Since
1994
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CB

Candis Best

California·CRD #7466291
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
4 yrs
States
9
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
CL

Candise Lisa Holmlund

California·CRD #1319733
Dual-registered

Dual-registered at ALAETHES WEALTH, LLC

Experience
24 yrs
States
4
Exams
3
Since
2002
Est. fee
AUM / Flat Fee
Minimum
$3.0M
View profile
CD

Candy D Murphy

Florida·CRD #4956423
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
21 yrs
States
6
Exams
3
Since
2005
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CL

Candy Lynn Raven

Alabama·CRD #2976609
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
29 yrs
States
32
Exams
3
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
CM

Candy Michelle Flynn

Kansas·CRD #6492380
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
10 yrs
States
3
Exams
5
Since
2016
Est. fee
AUM / Hourly / Flat Fee
View profile
CL

Canji Liang

Alabama·CRD #7342082
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
5 yrs
States
53
Exams
4
Since
2021
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile

Looking for the right advisor?

Get personalized recommendations based on your financial goals and needs.

Get matched
Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

Financial Advisors - Page 492 | AdvisorFinder