Candace
Burkett
Morgan Stanley
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About this Advisor
Candace Burkett is a financial advisor based in San Antonio, Texas, working with Morgan Stanley. Candace has previously held positions at Wells Fargo Advisors, LLC, Investment Professionals Inc, Slim4Life, Swbc Investment Services LLC, Swbc Investment Company, Alorica, Trace Staffing, Jpmorgan Securities LLC, Golds Gym, Career Employment Professionals, Opt 317, LLC, Texas State University/Bexar County Contractor, Am Hayden Property Management, Apartment Solutions, Business Delivery Systems (Bds), Raymond James Financial Services, Raymond James Financial Service Advisors, Morgan Stanley, Citigroup, and Raymond James & Associates, Inc. Candace has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Candace is part of Morgan Stanley, which operates out of San Antonio, Texas. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,402,425,838,334
29,300
2,405,783
$582,939
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Candace Burkett Work History
Morgan Stanley
Citigroup
Morgan Stanley
Raymond James & Associates, Inc
Apartment Solutions
Business Delivery Systems (Bds)
Raymond James Financial Services
Raymond James Financial Service Advisors
Jpmorgan Securities LLC
Am Hayden Property Management
Slim4Life
Swbc Investment Services LLC
Swbc Investment Company
Alorica
Trace Staffing
Golds Gym
Career Employment Professionals
Opt 317, LLC
Investment Professionals Inc
Texas State University/Bexar County Contractor
Wells Fargo Advisors, LLC
Disclosures
Please visit the SEC profile of Candace Burkett 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 Morgan Stanley
Kansas City, MO
New York, NY
San Diego, CA
Boston, MA
Wellesley Hills, MA
Kingsport, TN
Woodland Hills, CA
Oneonta, NY
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