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Hope Lynee Newsome

CANDIDE GROUP, LLC·OAKLAND, California
CANDIDE GROUP, LLC
1721 BROADWAY, OAKLAND, CA 94612CRD# 3267142Firm CRD# 286086

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Hope Lynee Newsome · OAKLAND, CA
Registration
CRD #3267142 · CANDIDE GROUP, LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Hope Lynee Newsome is a registered financial advisor based in OAKLAND, California, affiliated with CANDIDE GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
CANDIDE GROUP, LLC
CANDIDE GROUP
AUM
$212M
Regulatory assets under management
Employees
15
Total firm employees
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 3267142
Firm CRD# 286086
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Hope Lynee Newsome offer?
Hope Lynee Newsome specializes in Retirement Planning, Wealth Management. Contact their office in OAKLAND, California for a consultation.
What are Hope Lynee Newsome's credentials?
Hope Lynee Newsome is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Hope Lynee Newsome located?
Hope Lynee Newsome is based in OAKLAND, California, working with CANDIDE GROUP, LLC. Their office serves clients in the OAKLAND metropolitan area and surrounding communities.
How does Hope Lynee Newsome charge for services?
Hope Lynee Newsome's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CANDIDE GROUP, LLC?
CANDIDE GROUP, LLC has approximately 15 employees and manages $212M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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