Candace Burkett is a registered investment advisor at Morgan Stanley, based in San Antonio, TX, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
7600 Broadway, Suite 100, San Antonio, TX, 78209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Candace is the sole proprietor/owner of Arrowhead Bookkeeping, LLC, an investment-related accounting/bookkeeping business in Universal City, Texas, since July 2023. She spends minimal time on this activity after business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Morgan StanleyBroker
Morgan Stanley
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Swbc Investment Company
Swbc Investment Services, LLCBroker
Investment Professionals, INC.Broker
Investment Professionals, INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
USAA Financial Advisors, INC.Broker
USAA Investment Management Company
USAA Investment Management CompanyBroker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Citicorp Investment ServicesBroker
State Registrations53 states
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