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Candace Carole Hamilton

LIBERTY WEALTH MANAGEMENT, LLC·OAKLAND, California
Clean recordLIBERTY 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Candace Carole Hamilton is a registered financial advisor based in OAKLAND, California, affiliated with LIBERTY WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
LIBERTY WEALTH MANAGEMENT, LLC
LIBERTY WEALTH MANAGEMENT, LLC
AUM
$1.2B
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at LIBERTY WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: THIRD-PARTY MANAGEMENT PROGRAM
Regulatory
SEC/IARD CRD# 3013169
Firm CRD# 286001
View on FINRA BrokerCheck →

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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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Other Advisors at LIBERTY WEALTH MANAGEMENT, LLC

Heidi Mae Sullivan
OAKLAND, CA
Melissa Gutwald
OAKLAND, CA
Ron L Guidi
OAKLAND, CA
David James Hollander
OAKLAND, CA

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