Candace Allen is a registered investment advisor at Wells Fargo Advisors, based in Evergreen, CO, with 47 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3082 Evergreen Parkway Ste C, [Satellite], Evergreen, CO, 80439
Get directionsHistory
Regulatory History
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 →Other Business Activities
Candace serves as power of attorney and trustee for her sister, and executor for her mother's estate. She also has 75% ownership in both C.L. Allen Wealth Management LLC and Highlands Wealth Management Group LLC, spending minimal time on each.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Dean Witter Reynolds INC.Broker
E. F. Hutton & Company INCBroker
State Registrations26 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.