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Candy Hawkins

29 Years of Experience
Plano, TX

Candy Hawkins is a registered investment advisor at Astra Wealth Management Group, based in Plano, TX, with 29 years of industry experience. Candy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 964 clients with $1.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
964 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management

Astra Wealth Management's fees for managing your investments are based on the value of your portfolio and are charged quarterly. The annual fee will not exceed 1.50% of your portfolio's value. The exact fee depends on the complexity of your situation and the amount of assets managed. Fees may be negotiable.

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Location

5700 Granite Parkway, Suite 330, Plano, TX, 75024

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Candy is a director/owner of Page's House, a non-investment related organization that helps educate teen mothers, dedicating minimal time. Candy also has 100% ownership of C & C Hawk LLC, which is investment related, spending a few hours per week.

Employment History
Current Registrations
Astra Wealth Management Group
May 2023 - Present · 3 yrs
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2019 - May 2023 · 4 yrs
Wells Fargo Clearing Services, LLC
July 2003 - May 2019 · 15 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - May 2019 · 15 yrs 10 mos
Prudential Securities Incorporated
December 1997 - July 2003 · 5 yrs 7 mos
Prudential Securities IncorporatedBroker
December 1997 - July 2003 · 5 yrs 7 mos
Rauscher Pierce Refsnes, INC.Broker
July 1997 - December 1997 · 5 mos
May Financial CorporationBroker
February 1997 - July 1997 · 5 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Candy Hawkins - Financial Advisor | TrueAdvisor