Candise Holmlund, CFA, CFP, TEP
CRD Number: 1319733Current Firm: Alaethes Wealth, LLC
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).
CRD# 4775495
Lpl Financial LLC
CRD# 2489311
Prosperity Wealth Management, Inc.
CRD# 5245824
Prime Capital Investment Advisors, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alaethes Wealth, LLC | Rancho Santa Fe, CA | Jul 2019 - Current | 4 |
| Weatherly Asset Management, LP | Del Mar, CA | Jan 2003 - May 2019 | 16 |
| Weatherly Asset Management, LP | Del Mar, CA | Feb 2002 - May 2019 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1985 |
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Total Assets Under Management386MILLIONS
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Total Number of Accounts195ACCOUNTS
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Average Account Value$1,979,196
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, LA, NV
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