Candise Holmlund, CFA, CFP, TEPCRD Number: 1319733
Current Firm: Weatherly Asset Management
Compensation Model: Fee Only
Candise Holmlund (CRD# 1319733) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 31 years of experience in the finance industry. Candise is a Certified Financial Planner (CFP)® and is a Chartered Financial Analyst (CFA) charter holder, as well as a Trust and Estate Practitioner (TEP), a member of the CFA Institute, the Chartered Financial Analysts Society of San Diego, the Estate Planning Council of San Diego, North County Estate Planning Council, and the Financial Planning Association (FPA). Member of the Society of Trust and Estate Practitioners. Candise has been a panelist on Wealth Planning Forums and also serves as a Subject Matter Expert (SME) for the Certified Financial Planner Board of Standards (CFP Board).
Park Avenue Securities LLC
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O'reilly Wealth Advisors
|Weatherly Asset Management||Del Mar, CA||Jan 2001 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1985|
Total Assets Under Management549MILLIONS
Total Number of Accounts1,140ACCOUNTS
Average Account Value$481,965
- A percentage of assets under your management
- 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
AZ, CA, NY, TX, WA
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