Candice Holland
Candice Holland is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Melbourne, FL, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6767 N Wickham Rd, Ste 502, Melbourne, FL, 32940
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Candice is a notary public in Florida and spends minimal time notarizing documents. She also co-owns TBD LLC and Honey Badger Holdings LLC with her spouse, both real estate related, dedicating minimal time to each.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Wells Fargo Advisors, LLCBroker
State Registrations14 states
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.