Marquis Financial | Financial Advisor in El Segundo ,CA

2041 Rosecrans Ave.
El Segundo, CA 90277

About

We understand that financial planning and wealth management mean different things to different people. The question is, what does it mean to you? If you?re not sure, or haven?t yet given it much thought, the good news is Candace Colescott is here to help you find out. It?s a practice, a philosophy, a strong belief, based upon her 26+ years experience in the financial planning industry, that the best way we can work together is by exploring with you those ideas you have about your life, family, goals and aspirations today . . . and your priorities for the future. After concluding an 18 year career as Vice-President of Bank of America Investment Services, Candace joined Manhattan Beach-based Marquis Financial in February, 2007. The Financial Consultants of Marquis are affiliated with LPL Financial, the largest independent broker/dealer* in the country.

At Marquis Financial, service is a priority. We understand that your time is limited and do our best to respond quickly to your inquiries, follow through with requests for information and work with your other financial professionals to give you the best advice possible.

*as reported by Financial Planning Magazine, June 1996-2015, based on total revenues.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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26 Years of Experience



General Information
Firm Start Year:   1997
No.of Employees:   5-9
Insurance License#:   0A10643
Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   LPL Financial
States Licensed in:   CA, AZ, NJ, AK, PA, GA
Number of Years with Current Firm:   8
I work with the following types of clients:   Individual Investors , Businesses


Services
Investment Types:   Exchange Traded Funds (ETFs) , Alternative Investments , Insurance , Mutual Funds , Bonds , Stocks , Annuities
I can meet clients in the following ways:   At your office , Via phone , At my office


Qualifications & Memberships
Insurance and Annuity Licenses:   Annuity , Life , Variable Annuity , Long Term Care , Variable Life
Compliance
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets , Commissions


Education
BA  - Political Science and Economics  Mary Washington University

MBA - Finance  Penn State University
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FAQs

  • Do you have a customer satisfaction or refund policy? Our most important mission is customer satisfaction. We strive every day to be sure that our clients receive a call back within 24 hours and have access to a person answering the phone during all work hours to answer any questions.
  • What services do you provide? What are your specialties? I specialize in retirement planning which includes managing or rolling over IRAS, Roth accounts, insurance planning, long-term care and Social Security analysis. I also have special training to assist divorcing couples with their finances.
  • What is your experience? How many clients do you currently manage? I have been serving my clients as a financial advisor for over 26 years.
  • What financial institution(s) do you represent? My broker-dealer is LPL Financial. I am an independent financial advisor.
  • How do you charge for your services? I receive a fee to manage investment accounts and it is based on the amount of assets. In some circumstances, I receive commissions.
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Candace Colescott

Candace Colescott

MBA, CDFA

Biography


Candace Colescott has spent the last 26 years as a financial advisor serving the South Bay. She was a vice president with Bank of America Investments for 18 years and joined Marquis Financial eight years ago to focus on retirement planning. Candace is a Registered Representative with LPL Financial, a registered investment advisor. LPL Financial offers securities and financial planning and they are a member of FINRA/SIPC.

Candace works with retirees who are looking for ways to increase their income and pre-retirees who need help with planning their retirement. She is a CDFA, certified divorce financial analyst, and helps clients to understand the financial complexities of divorce and make better decisions.

Candace received her BA in Political Economy from Mary Washington University and her MBA in Finance from Penn State.

She is passionate about the need for financial literacy and has worked with Banking On Our Future, (BOOF) to teach students in elementary, middle and high school about personal finance. She is a graduate of the 2009 class of Leadership Manhattan Beach, a non-profit organization providing opportunities to network with city leaders, other business professionals, and the community.

Candace has a nineteen year old son who is attending college and enjoys travelling, swimming and tennis in her free time.

For a list of states in which I am registered to do business, please visit my website.

.Securities are offered through, LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "Research this Advisor" section.

Communities Served

El Segundo Hawthorne
Manhattan Beach Torrance
Redondo Beach

Office Hours

Mon. 8:30 AM - 4:30 PM
Tue. 8:30 AM - 4:30 PM
Wed. 8:30 AM - 4:30 PM
Thu. 8:30 AM - 4:30 PM
Fri. 8:30 AM - 4:30 PM

Awards & Recognitions


Five Star Wealth Manager
(2015)

Award based on years of experience, a clean record, and outstanding service to clients.