Candy WestCRD Number: 3075971
Current Firm: Cuna Brokerage Services, Inc.
Candy West (CRD# 3075971) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Waverly, IA and has over 19 years of experience in the finance industry.
Fsb Premier Wealth Management, Inc.
Heartland Financial Services, Ltd.
Cetera Advisors LLC
|Cuna Brokerage Services, Inc.||Waverly, IA||Jun 1998 - Current||19|
|Cuna Mutual Group||Waverly, IA||Oct 1997 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S66||NASAA Uniform Combined State Law Examination||Dec 2007|
Total Assets Under Management1,868MILLIONS
Total Number of Accounts11,341ACCOUNTS
Average Account Value$164,749
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV