Candace Carole Hamilton

Employer firm

Liberty Wealth Management, LLC CRD 286001

$1.73B regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 06/2022
  Champlain Investment Partners, Llc
  Irvine, CA
• 08/2016 → 07/2022
  Foreside Fund Services, Llc
  Irvine, CA
• 10/2022 → Present
  Liberty Wealth Management, Llc
  Oakland, CA

Previous Registrations

• 2010-02-01 → 2015-08-05
  A.G.P. / Alliance Global Partners
  Newport Beach, CA
• 2006-06-30 → 2009-02-20
  Wamu Investments, Inc.
  Irvine, CA
  Irvine, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-29
• S63 Uniform Securities Agent State Law Examination
  1998-08-15

Other Names

• Candace Douglass
• Candace Cloward-Douglass
• Candace Carole Cloward
• Candace Carole Cloward Douglass
• Candace Carole Douglass