Candace
West

Wells Fargo Clearing Services, LLC

CRD#5372791
Investment Advisor
in Denver, CO
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About this Advisor

Candace West is a certified financial planner based out of Denver, Colorado, with 10 years of financial industry experience. West is an advisor for Wells Fargo Clearing Services, LLC. Over the course of their career, West has held roles at Charles Schwab & Co., Inc, Essex National Securities, Raymond James Financial Services, First Tech Fed Credit Union, Wells Fargo Advisors and Wells Fargo Clearing Services, LLC. West has Series 63 and Series 66 licenses, designating them as a securities broker, and is able to work in Colorado. Wells Fargo Clearing Services, LLC is a company operating in Denver, Colorado. The investment advisory business has offices in 6,557 locations and a total of 26,409 employees. It handles $473 billion in assets between its 1,432,715 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 6,248 charities and foundations. Of its 1,432,715 client accounts, 39% are associated with high-net-worth investors who have greater than $1 million in investable assets. Wells Fargo Clearing Services, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fees largely are based on the financial services offered. However, fees billed by Wells Fargo Clearing Services, LLC may include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

3200 Cherry Creek S Dr Ste 100
Denver, CO 80209

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$473,000,358,971

CO Average: $11,469,110,461
Total Number of Employees

26,409

CO Average: 458
Total Number of Accounts

1,432,715

CO Average: 33,415
Average Account Size

$330,143

CO Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Candace West Work History

Candace has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Wells Fargo Advisors

2012 - 2013 (1 years)

Raymond James Financial Services

2011 - 2012 (1 years)

Essex National Securities

2011 - 2013 (2 years)

First Tech Fed Credit Union

2008 - 2011 (3 years)

Charles Schwab & Co., Inc

Disclosures

Candace West has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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