Candice
Gilman
Sofi Wealth LLC
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About this Advisor
Candice Gilman is a financial advisor based in Claymont, Delaware, working with Sofi Wealth LLC. Candice has previously held positions at Wells Fargo Advisors LLC, Capital One Investing, LLC, Capital One Advisors LLC, Coastal Equities, Inc, Coastal Investment Advisors, Inc, Sofi Securities, LLC, and Sofi Wealth, LLC. Candice has passed the Series 66 regulatory exam and is registered to provide services in Delaware. Currently, Candice is part of Sofi Wealth LLC, which operates out of Claymont, Delaware. The firm has 4 offices and 70 employees. The firm manages assets totaling $943.5 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars. The fee structure at Sofi Wealth LLC includes other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sofi Wealth LLC Brokerage Details
$943,520,661
70
165,546
$5,699
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Candice Gilman Work History
Sofi Securities, LLC
Sofi Wealth, LLC
Coastal Equities, Inc
Coastal Investment Advisors, Inc
Capital One Investing, LLC
Capital One Advisors LLC
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Candice Gilman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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