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Candace Lathan

Yarash Global Solutions INC.
9 Years of Experience
Glendale, CA
1 Disclosure
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Candace Lathan is a registered investment advisor at Yarash Global Solutions INC., based in Glendale, CA, with 9 years of industry experience. Candace operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, High Net Worth, Investment Management, and 2 more. Their firm serves 41 clients with $20M in assets under management.

Yarash Global Solutions INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
41 clients
Average Client Portfolio
$488K average
Assets Under Management
$20.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, billed quarterly in advance. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

801 N. Brand Blvd, Suite 220, Glendale, CA, 91203

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
June 2024
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Yarash Global Solutions INC.
July 2026 - Present · 3 mos
Previous Registrations
Principal Securities, INC.
October 2024 - January 2026 · 1 yr 3 mos
Principal Securities, INC.Broker
October 2024 - January 2026 · 1 yr 3 mos
Thrivent Investment Management INC.
December 2016 - July 2024 · 7 yrs 7 mos
Thrivent Investment Management INC.Broker
December 2016 - July 2024 · 7 yrs 7 mos
State Registrations1 state
CA
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.
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