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Brent Douglas Candebat

CPS Financial & Insurance Services, Inc.

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About Brent Douglas Candebat

Brent Candebat is a financial advisor with over 30 years of experience in the industry. Brent is registered with CPS Financial & Insurance Services, Inc. and Capital Synergy Partners. Brent holds Series 6, 7, and 63 licenses as well as the SIE. He is currently registered in 13 states.

Firm Information

Brent Candebat is currently registered with CPS Financial & Insurance Services, Inc.. CPS Financial & Insurance Services, Inc. is a Corporation that was formed on April 1, 1996. The firm is registered with the Securities and Exchange Commission and in 36 states.

Not reported

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Brent Candebat’s Registration & Firm History

CA

03/20/2019 - Present

CPS Financial & Insurance Services, Inc. (IRVINE CA)

IN

05/29/2002 - 07/26/2013

FIRST HEARTLAND CAPITAL, INC. (EDINBURGH IN)

NE

12/19/1989 - 06/27/2002

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

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Licenses & Designations

BC

Issued 12/09/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/2003

Series 7 - General Securities Representative Examination

BC

Issued 12/13/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brent Douglas Candebat. Review regulatory record here.
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