Timothy McCandlessCRD Number: 6402147
Current Firm: Kestra Private Wealth Services, LLC
Timothy McCandless (CRD# 6402147) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 7 years of experience in the finance industry.
Pbl Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Kestra Investment Services||San Diego, CA||Aug 2016 - Current||5|
|Kestra Private Wealth Services LLC||San Diego, CA||Aug 2016 - Current||5|
|Bank Of America, N.a.||Carlsbad, CA||Mar 2015 - Aug 2016||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Carlsbad, CA||Sep 2014 - Aug 2016||1|
|Bmc Solar||San Diego, CA||Jun 2014 - Sep 2014||< 1|
|Defense Intelligence Agency||Washington, DC||Oct 2013 - Apr 2014||< 1|
|University Of San Diego||San Diego, CA||Jun 2012 - Sep 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2015|
Total Assets Under Management4,250MILLIONS
Total Number of Accounts11,518ACCOUNTS
Average Account Value$368,976
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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