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Candace Carole Hamilton

LIBERTY WEALTH MANAGEMENT, LLC·OAKLAND, California
SIE, Series 7, Series 24, Series 63, Series 65Clean record20 years registeredLIBERTY WEALTH MANAGEMENT, LLC
411 30TH STREET, OAKLAND, CA 94609CRD# 3013169Firm CRD# 286001

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Candace Carole Hamilton · OAKLAND, CA
Registration
CRD #3013169 · LIBERTY WEALTH MANAGEMENT, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

LIBERTY WEALTH MANAGEMENT, LLC
Oct 2022 – present
EURO PACIFIC CAPITAL, INC.
Feb 2010 – Aug 2015
NEWPORT BEACH, CA
WAMU INVESTMENTS, INC.
Jun 2006 – Feb 2009
IRVINE, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · June 30, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LIBERTY WEALTH MANAGEMENT, LLC
CRD 286001 · SEC 801-112351
AUM
$1.2B
Regulatory assets under management
Employees
22
3,414 client accounts
Services offered by LIBERTY WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at LIBERTY WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Candace Carole Hamilton offer?
Candace Carole Hamilton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OAKLAND, California for a consultation.
What are Candace Carole Hamilton's credentials?
Candace Carole Hamilton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Candace Carole Hamilton located?
Candace Carole Hamilton is based in OAKLAND, California, working with LIBERTY WEALTH MANAGEMENT, LLC. Their office serves clients in the OAKLAND metropolitan area and surrounding communities.
How does Candace Carole Hamilton charge for services?
Candace Carole Hamilton's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: third-party management program. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIBERTY WEALTH MANAGEMENT, LLC?
LIBERTY WEALTH MANAGEMENT, LLC has approximately 22 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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David James Hollander
OAKLAND, CA
Ron L Guidi
OAKLAND, CA

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