CB
CB

Candace Brown

13 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,404 clients
Average Client Portfolio
$190K average
Assets Under Management
$267.4M

Fee Structure

Minimum Investment:None
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Location

2800 Century Parkway Ne, Suite 650, Atlanta, GA, 30345

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Candace is a manager at Firas Capital Group, LLC, a consulting firm that provides advice and expertise for independent broker-dealers. She dedicates minimal time to this non-investment related activity.

Employment History
Current Registrations
Dai Wealth, LLC
September 2019 - Present · 6 yrs 5 mos
Dai Securities, LLCBroker
September 2019 - Present · 6 yrs 5 mos
Previous Registrations
Investacorp Advisory Services INC
June 2016 - September 2019 · 3 yrs 3 mos
Investacorp, INC.Broker
October 2012 - September 2019 · 6 yrs 11 mos
State Registrations2 states
GAMN
AdvisorBroker
Exams
No exam information available for this advisor.