linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Candice Sue Gilbert

Allstate Financial Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Candice? Claim Your Profile

About Candice Sue Gilbert

Candice Sue Gilbert is a financial professional with over 20 years of experience in the industry. Candice is currently registered with Allstate Financial Services, LLC and is licensed in 8 states including California, Colorado, Florida, Indiana, Nevada, Texas, Utah, and Wyoming. Candice has a strong background in securities and has held previous roles with firms such as Transamerica Financial Advisors, Inc., SagePoint Financial, Inc., The O.N. Equity Sales Company, and Pruco Securities Corporation.

Firm Information

Candice Gilbert is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Candice Gilbert’s Registration & Firm History

CO

10/23/2019 - Present

Allstate Financial Services, LLC (Louisville CO)

FL

06/01/2016 - 12/14/2018

TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)

FL

11/19/2013 - 01/09/2016

SAGEPOINT FINANCIAL, INC. (BONITA SPRINGS FL)

OH

08/03/1998 - 03/21/2000

THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)

NJ

05/11/1992 - 07/08/1998

PRUCO SECURITIES CORPORATION (NEWARK NJ)

Not sure if Candice Sue Gilbert is right for you?

Licenses & Designations

BC

Issued 06/30/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/23/1997

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/2013

Series 7 - General Securities Representative Examination

BC

Issued 05/07/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Candice Sue Gilbert. Review regulatory record here.
Not sure if Candice Sue Gilbert is right for you?