Candra
Oakes-Niswanger
Lpl Financial LLC
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About this Advisor
Candra Oakes-Niswanger is a financial advisor based in Great Falls, Montana with a total of 2 years of industry experience. Oakes-Niswanger is on the advisory team at Lpl Financial LLC. Oakes-Niswanger has gained experience at Waddell & Reed, Inc, Leisure Lawn Sprinkler Systems, Various Insurance Carriers For W & R Insurance Agencies, Candra All4Him, Lifestyle Real Estate Firm LLC, Candra Oakes-Niswanger LLC, Mtc Lifestyle LLC, T&C Higher Development LLC, Lifestyle Realestate Firm LLC, Candra All4Him LLC, All 4Him Gathering Ministries Inc, Warrior X Kingdom Academy and Lpl Financial LLC. Oakes-Niswanger holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in California, Colorado, Florida, Montana, New Mexico, North Dakota, South Carolina, Texas and Washington. Lpl Financial LLC is a financial advisory business that has its headquarters in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 financial advisors. It manages $368 billion in total assets among its 1,688,501 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 3,425 charities and foundations. Of its 1,688,501 accounts, 31% are associated with high-net-worth investors who have greater than $1 million in investable assets. Lpl Financial LLC performs 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, educational seminars and other services. A financial advisor's fee schedules usually vary depending on which service is provided. However, fees billed by Lpl Financial LLC most likely include some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
- Educational seminars/workshops
- Other
Candra Oakes-Niswanger Work History
Candra has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
All 4Him Gathering Ministries Inc
Warrior X Kingdom Academy
Mtc Lifestyle LLC
Candra Oakes-Niswanger LLC
Lifestyle Real Estate Firm LLC
Lifestyle Realestate Firm LLC
Candra All4Him
T&C Higher Development LLC
Candra All4Him LLC
Various Insurance Carriers For W & R Insurance Agencies
Waddell & Reed, Inc
Leisure Lawn Sprinkler Systems
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Candra Oakes-Niswanger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Kaukauna, WI
Sea Girt, NJ
Naperville, IL
Biloxi, MS
Vienna, VA
Corpus Christi, TX
Waukesha, WI
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
