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Candice Schaal

1 Year of Experience
Burlington, CO
BrokerSells Insurance

Candice Schaal is a registered investment advisor, based in Burlington, CO, with 1 years of industry experience.

Location

417 14th Street, Burlington, CO, 80807

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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.

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Other Business ActivitiesSells Insurance

Candice owns Candice's Insurance Agency, selling State Farm insurance products, and dedicates about half of her time to it. She also serves as a board member/secretary for Burlington Child Care Center, spending minimal time on this civic organization.

Employment History
Current Registrations
State Farm Vp Management CORP.
April 2024 - Present · 2 yrs 1 mo
State Farm Vp Management CORP.Broker
April 2024 - Present · 2 yrs 1 mo
State Farm Investment Management CORP.
April 2024 - Present · 2 yrs 1 mo
State Registrations2 states
COKS
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.
Candice Schaal - Financial Advisor | TrueAdvisor