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Candace Caryle Davis

THE Leaders Group, Inc.

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About Candace Caryle Davis

Candace Caryle Davis is a financial advisor with The Leaders Group, Inc. in LITTLETON, CO. Candace has been in the financial services industry since 2007. Candace is registered in Texas and Washington. Candace has passed the Series 66, Series 7 and SIE exams. Candace previously worked at BBVA SECURITIES INC., PRUCO SECURITIES, LLC., FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, WM FINANCIAL SERVICES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY.

Firm Information

Candace Davis is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

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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Candace Davis’s Registration & Firm History

CO

04/11/2022 - Present

THE Leaders Group, Inc. (LITTLETON CO)

TX

06/15/2017 - 10/08/2021

BBVA SECURITIES INC. (DALLAS TX)

NJ

06/10/2011 - 03/10/2017

PRUCO SECURITIES, LLC. (NEWARK NJ)

TX

01/03/2011 - 06/09/2011

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)

TX

09/01/2005 - 03/03/2009

METLIFE SECURITIES INC. (DALLAS TX)

TX

09/01/2005 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (DALLAS TX)

CA

03/08/2005 - 07/01/2005

WM FINANCIAL SERVICES, INC. (IRVINE CA)

MN

04/13/2004 - 09/28/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

04/13/2004 - 09/28/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 04/26/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/12/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Candace Caryle Davis. Review regulatory record here.
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