Candace Swayne (CRD# 4272082) is an Investment Advisor Representative working at Wms Wealth Management LLC in Mukilteo, WA and has over 6 years of experience in the finance industry.
CRD# 5210186
Thrivent Investment Management Inc.
CRD# 3077936
Sound Financial, LLC
CRD# 5755686
Invesco Managed Accounts, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chelan Ridge Winery | Manson, WA | Jan 2022 - Current | 2 |
| Wms Wealth Management LLC | Mukilteo, WA | Oct 2020 - Current | 3 |
| Sandlapper Wealth Management, LLC | Greenville, SC | May 2017 - Oct 2020 | 3 |
| Pacific West Securities, Inc. | Renton, WA | Sep 2000 - May 2017 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
- WA
-
Total Assets Under Management29MILLIONS
-
Total Number of Accounts132ACCOUNTS
-
Average Account Value$218,581
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.