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Lisa Marie Candera

CIGNA INVESTMENTS, INC.·BLOOMFIELD, Connecticut
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900 COTTAGE GROVE ROAD, BLOOMFIELD, CT 06002CRD# 7077175Firm CRD# 105811
01

About

Lisa Marie Candera is a registered financial advisor based in BLOOMFIELD, Connecticut, affiliated with CIGNA INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CIGNA INVESTMENTS, INC.
CIGNA INVESTMENTS, INC.
AUM
$26.5B
Regulatory assets under management
Employees
113
Total firm employees
View all advisors at CIGNA INVESTMENTS, INC. →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Other: PRO-RATA EXPENSE ALLOCATION
Regulatory
SEC/IARD CRD# 7077175
Firm CRD# 105811
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lisa Marie Candera offer?
Lisa Marie Candera specializes in Retirement Planning, Wealth Management. Contact their office in BLOOMFIELD, Connecticut for a consultation.
What are Lisa Marie Candera's credentials?
Lisa Marie Candera is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Marie Candera located?
Lisa Marie Candera is based in BLOOMFIELD, Connecticut, working with CIGNA INVESTMENTS, INC.. Their office serves clients in the BLOOMFIELD metropolitan area and surrounding communities.
How does Lisa Marie Candera charge for services?
Lisa Marie Candera's firm is compensated through percentage of aum, other: pro-rata expense allocation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CIGNA INVESTMENTS, INC.?
CIGNA INVESTMENTS, INC. has approximately 113 employees and manages $26.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BLOOMFIELD
John Nelson Fuller — HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.Frank Sataline — CIGNA INVESTMENTS, INC.Christopher Snow — CIGNA INVESTMENTS, INC.David Andrew Russell — CIGNA INVESTMENTS, INC.Evan Woollacott — HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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