Candice Mora is a registered investment advisor at Wells Fargo Advisors, based in Miami, FL, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3250 Mary Street Ste 206, 2nd Fl, Miami, FL, 33133
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Candice has a 5% ownership stake in JMCLM, LLC, an investment-related business, since 2022. She dedicates full-time hours per month to this activity, with 8 hours during trading hours, through Finet Practice.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities IncorporatedBroker
State Registrations11 states
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