Candice Gilman (CRD# 5226511) is an Investment Advisor Representative working at Sofi Wealth LLC in Claymont, DE and has over 15 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sofi Securities, LLC | Claymont, DE | Mar 2022 - Current | 2 |
| Sofi Wealth, LLC | Claymont, DE | Mar 2022 - Current | 2 |
| Coastal Investment Advisors, Inc. | Wilmington, DE | Aug 2018 - Mar 2022 | 3 |
| Coastal Equities, Inc. | Wilmington, DE | Apr 2018 - Mar 2022 | 3 |
| Capital One Investing, LLC | Wilmington, DE | Dec 2015 - Apr 2018 | 2 |
| Capital One Advisors LLC | Wilmington, DE | Dec 2015 - Apr 2018 | 2 |
| Wells Fargo Advisors LLC | Richmond, VA | Oct 2010 - Dec 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2008 |
- DE
-
Total Assets Under Management944MILLIONS
-
Total Number of Accounts165,546ACCOUNTS
-
Average Account Value$5,699
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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.