Candace Carlton, financial advisor Wooster OH

Candace Carlton

CRD Number: 2731557
Current Firm: Stifel, Nicolaus & Company, Incorporated

Candace Carlton (CRD# 2731557) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wooster, OH and has over 23 years of experience in the finance industry.

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Stifel, Nicolaus & Company, Incorporated
Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Medina, OH Nov 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2001
Contact Info for Candace L. Carlton
Phone Number: 314-342-2000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    132,551
    MILLIONS
  • Total Number of Accounts
    334,814
    ACCOUNTS
  • Average Account Value
    $395,894
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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