Unclaimed Profile

Candace Scholz

HELEN STEPHENS GROUP, LLC·FORT WORTH, Texas

Clean recordHELEN STEPHENS GROUP, LLC

4200 S. HULEN ST., FORT WORTH, TX 76109CRD# 6782325Firm CRD# 159594

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Candace Scholz · FORT WORTH, TX

Registration

CRD #6782325 · HELEN STEPHENS GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Candace Scholz is a registered financial advisor based in FORT WORTH, Texas, affiliated with HELEN STEPHENS GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

HELEN STEPHENS GROUP, LLC

ASPEN WEALTH MANAGEMENT

AUM

$368M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HELEN STEPHENS GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 6782325

Firm CRD# 159594

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Candace Scholz offer?

Candace Scholz specializes in Financial Planning, Investment Management. Contact their office in FORT WORTH, Texas for a consultation.

What are Candace Scholz's credentials?

Candace Scholz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Candace Scholz located?

Candace Scholz is based in FORT WORTH, Texas, working with HELEN STEPHENS GROUP, LLC. Their office serves clients in the FORT WORTH metropolitan area and surrounding communities.

How does Candace Scholz charge for services?

Candace Scholz's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HELEN STEPHENS GROUP, LLC?

HELEN STEPHENS GROUP, LLC has approximately 9 employees and manages $368M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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