Candice Uzarowski

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 07/2016 → 02/2022
  Calamar Financial Group
  Wheatfield, NY
• 02/2022 → 04/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 04/2025 → Present
  Lpl Financial Llc
  Fort Mill, SC

Previous Registrations

• 2025-02-13 → 2025-10-30
  Cuso Financial Services, L.P.
  San Diego, CA
  Getzville, NY
  Getzville, NY
  San Diego, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-11
• S63 Uniform Securities Agent State Law Examination
  1996-06-18

Other Names

• Candice Louise Argenio
• Candice Louise Uzarowski
• Candice Uzarowski