CW
CFP
CW
CFP

Candace West

16 Years of Experience
Denver, CO
Broker

Candace West is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Denver, CO, with 16 years of industry experience. Candace is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

3200 Cherry Creek S Dr Ste 100, Denver, CO, 80209

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Wells Fargo Advisors
November 2013 - Present · 12 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
June 2013 - Present · 13 yrs 4 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
January 2012 - July 2013 · 1 yr 6 mos
Essex National Securities, INC.Broker
May 2011 - January 2012 · 8 mos
Charles Schwab & CO., INC.Broker
December 2009 - May 2011 · 1 yr 5 mos
State Registrations34 states
AKALAZCACOFLGAIAIDILINKSMAMDMIMNMOMTNCNDNMNYORPASCSDTNTXUTVAWAWIWVWY
AdvisorBrokerBoth

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.
More Advisors