Candice Lira

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 04/2018 → 10/2024
  Cfo Wealth Consultants/ American Portfolios
  Floral Park, NY
• 05/2016 → 04/2018
  Unemployed
  Wantagh, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2020-09-03 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1. CANDICE LIRA INSURANCE AGENT POSITION: Agent or salesperson NATURE: Insurance sales, 1099 INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2024 ADDRESS: 626 RXR Plaza, 6th Floor, Uniondale NY 11556, United States DESCRIPTION: Insurance sales, 1099 2. CANDICE LIRA WEALTH PLANNING POSITION: President NATURE: S-Corp Nature of this S-Corp is to do individual life insurance and annuities with the possibility of using outside insurance brokerage. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/25/2025 ADDRESS: 1601 Henry Road, Wantagh NY 11793, United States DESCRIPTION: I do comprehensive financial planning, which often includes estate planning, estate protection, and family protection, which is most widely done through life insurance. This will allow me to research and to source insurance policies from any insurance brokerage depending on the individual client need.

Exams

• S66 Uniform Combined State Law Examination
  2020-09-01

Designations

• Certified Financial Planner