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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candace? Claim Your ProfileCandace Carole Hamilton is an Investment Advisor Representative with Liberty Wealth Management, LLC. Candace Carole Hamilton has been in the financial services industry since 1998 and has experience with a number of firms. Candace Carole Hamilton is registered with the state of California and is licensed to offer investment advice to individuals, corporations, and other businesses. Candace Carole Hamilton specializes in a variety of financial planning and investment services, including portfolio management, financial planning, and pension consulting. Candace Carole Hamilton provides financial advice for both high net worth individuals and other clients. Candace Carole Hamilton is also active in the community and is a member of the Champlain Investment Partners, LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Third-party management program
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Third-party management program
1
2
CA
10/07/2022 - Present
Liberty Wealth Management, LLC (NEWPORT BEACH CA)
CA
08/03/2016 - 06/30/2022
FORESIDE FUND SERVICES, LLC (Irvine CA)
CA
02/24/2009 - 08/05/2015
EURO PACIFIC CAPITAL, INC. (NEWPORT BEACH CA)
CA
04/15/2005 - 02/20/2009
WAMU INVESTMENTS, INC. (IRVINE CA)
CT
12/04/2003 - 04/14/2005
EURO PACIFIC CAPITAL, INC. (WESTPORT CT)
CA
04/01/2003 - 11/26/2003
ALLEGISONE SECURITIES, INC. (NEWPORT BEACH CA)
MI
03/21/2002 - 03/31/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
CA
12/07/2000 - 02/13/2002
BROOKSTREET SECURITIES CORPORATION (SAN JUAN CAPISTRANO CA)
CA
04/20/1998 - 10/28/1999
BROOKSTREET SECURITIES CORPORATION (SAN JUAN CAPISTRANO CA)
IA
Issued 06/29/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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