Candace
West

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.