Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candace? Claim Your ProfileCandace Mills is a financial advisor with over 15 years of experience in the industry. Candace is a registered representative of LPL Financial LLC and holds Series 7 and Series 66 licenses. Candace has worked with a variety of clients, including individuals, families, and businesses. Candace has a strong focus on helping clients develop personalized financial plans. Candace is committed to providing clients with the highest level of service and expertise. Candace has previously worked with CUNA Brokerage Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Candace has a wide range of experience in the financial services industry, including financial planning, investment management, and retirement planning.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
10/05/2022 - Present
LPL Financial LLC (ALPHARETTA GA)
GA
12/16/2015 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (TUCKER GA)
GA
03/01/2010 - 11/30/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
FL
03/06/2009 - 02/16/2010
METLIFE SECURITIES INC. (JACKSONVILLE FL)
FL
08/11/2008 - 03/03/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PANAMA CITY FL)
BOTH
Issued 10/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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