Advisor at Allworth financial, L.P.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Allworth financial, L.P.
Location
Vancouver, WA 98660
Credentials
Series 63, Series 66
Industry experience
7 years
Candace Stogin is a financial advisor at Allworth Financial, L.P. with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. among other firms. Allworth Financial provides fee-based wealth management, financial planning, and qualified retirement plan consulting to individual, high-net-worth, institutional, and corporate clients. The firm uses customized investment programs that incorporate low-cost mutual funds and ETFs, individual securities, model strategies, and third-party managers, along with specialized offerings such as tax-aware and faith-based options.
Based on Allworth financial, L.P.
Based on Allworth financial, L.P.
Financial planning services generally range between $1,500 and $30,000 fixed fee
Minimum fee: $2,500 annual minimum fee on asset management services
1111 Main St, Suite 700
Vancouver, WA 98660
Washington
Allworth Financial
2024 - Present (2 years)
Aw Securities
2024 - Present (2 years)
OSAIC
2024 - 2024 (1 year)
SECURITIES AMERICA, inc.
2022 - 2024 (2 years)
J.P. Morgan Securities LLC
2019 - 2022 (3 years)
JPMorgan Chase Bank, N.A.
2016 - 2022 (6 years)
Unemployed
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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