Unclaimed
Erin Candler is a financial advisor registered with LPL Financial LLC. Erin has been in the industry since 1989, and has experience with a variety of financial products and services. Erin is licensed to offer investment advice in multiple states, including Connecticut, Texas, and California. Erin's primary focus is helping individuals and families achieve their financial goals. Erin's expertise spans the spectrum of financial planning needs, including retirement planning, college savings, and estate planning. In addition to Erin's role at LPL Financial LLC, Erin is also a business owner, operating The Painted Plank Studio in Milford, CT.
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
CT
08/24/2022 - Present
LPL Financial LLC (TRUMBULL CT)
CT
12/06/1990 - 08/17/2022
PEOPLE'S SECURITIES, INC. (TRUMBULL CT)
NA
08/30/1988 - 01/25/1990
NEW ENGLAND DISCOUNT BROKERAGE, INC.
IA
Issued 07/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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