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.
|Firm Start Year:||1997|
|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|
|Investment Types:||Mutual Funds , Bonds , Stocks , Insurance , Annuities , Exchange Traded Funds (ETFs) , Alternative Investments|
|I can meet clients in the following ways:||At my office , At your office , Via phone|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity , Life , Variable Annuity , Variable Life , Long Term Care|
|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 and Fees
|Fee Structure:||I am a fee-based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Commissions , Based on Assets|
|BA - Political Science and Economics||
Mary Washington University
|MBA - Finance||
Penn State University
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.
|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|
Award based on years of experience, a clean record, and outstanding service to clients.