Candace C. Hamilton

LIBERTY WEALTH MANAGEMENT

NEWPORT BEACH, CA 92660

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CRD#: 3013169

Professional summary

Candace Carole Hamilton, who also goes by Candace Carole Cloward, Candace Carole Cloward Douglass, Candace Cloward-douglass, Candace Carole Douglass, Candace Douglass, is a registered financial advisor currently at LIBERTY WEALTH MANAGEMENT, LLC located in Newport Beach, California.

Candace is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Candace has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Candace Carole Cloward | Candace Carole Cloward Douglass | Candace Cloward-Douglass | Candace Carole Douglass | Candace Douglass

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CHAMPLAIN INVESTMENT PARTNERS, LLC, IRVING, CA, INVESTMENT RELATED-RIA, ASSET MANAGER, SENIOR ASSOCIATE-COMPLIANCE, START DATE 08/2015, RESPONSIBLE FOR EMERGING MARKETS DAILY OPERATIONS, 160 HOURS PER MONTH WITH ALL DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Candace Carole Hamilton's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 7, 2022 - Present

LIBERTY WEALTH MANAGEMENT, LLC

Office #1: 4675 Macarthur Court Suite 590, Newport Beach, CA 92660

RIA

CRD#: 286001

NEWPORT BEACH, CA

Past

August 3, 2016 - June 30, 2022

FORESIDE FUND SERVICES, LLC

CRD#: 46106

Irvine, CA

Past

February 1, 2010 - August 5, 2015

A.G.P. / ALLIANCE GLOBAL PARTNERS

RIA

CRD#: 8361

NEWPORT BEACH, CA

Past

February 24, 2009 - August 5, 2015

A.G.P. / ALLIANCE GLOBAL PARTNERS

CRD#: 8361

NEWPORT BEACH, CA

Past

June 30, 2006 - February 20, 2009

WAMU INVESTMENTS, INC.

RIA

CRD#: 599

IRVINE, CA

Past

April 15, 2005 - February 20, 2009

WAMU INVESTMENTS, INC.

CRD#: 599

IRVINE, CA

Past

December 4, 2003 - April 14, 2005

A.G.P. / ALLIANCE GLOBAL PARTNERS

CRD#: 8361

WESTPORT, CT

Past

April 1, 2003 - November 26, 2003

ALLEGISONE SECURITIES, INC.

CRD#: 43390

NEWPORT BEACH, CA

Past

March 21, 2002 - March 31, 2003

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

Past

December 7, 2000 - February 13, 2002

BROOKSTREET SECURITIES CORPORATION

CRD#: 14667

SAN JUAN CAPISTRANO, CA

Past

April 20, 1998 - October 28, 1999

BROOKSTREET SECURITIES CORPORATION

CRD#: 14667

SAN JUAN CAPISTRANO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LIBERTY WEALTH MANAGEMENT, LLC

CRD#: 286001 / SEC#: 801-112351

RIA

Registered Investment Advisory firm - (1/19/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(10/7/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/29/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/15/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/5/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/13/2001

General Securities Principal Examination

Current Firm

LIBERTY WEALTH MANAGEMENT, LLC

CRD#: 286001 / SEC#: 801-112351

RIA

Registered Investment Advisory firm - (1/19/2018 Approved)

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Contact information

Main Address

411 30th Street 2nd Floor, Oakland, CA 94609

Mailing Address

Phone number

(510) 658-1880

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LWM FORM ADV PART 2A (8/1/2025)

Regulatory assets under management

Total Number of Accounts	3,896
AUM (Assets Under Management)	$ 1,469,902,558

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Candace C. Hamilton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Candace Carole Hamilton's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORESIDE FUND SERVICES, LLC

A.G.P. / ALLIANCE GLOBAL PARTNERS

A.G.P. / ALLIANCE GLOBAL PARTNERS

WAMU INVESTMENTS, INC.

WAMU INVESTMENTS, INC.

A.G.P. / ALLIANCE GLOBAL PARTNERS

ALLEGISONE SECURITIES, INC.

AMERIPRISE ADVISOR SERVICES, INC.

BROOKSTREET SECURITIES CORPORATION

BROOKSTREET SECURITIES CORPORATION

Primary Firm SEC Registration

LIBERTY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/29/2006

Series 63

Date: 8/15/1998

SIE

Date: 10/1/2018

Series 7

Date: 3/5/1998

Series 24

Date: 2/13/2001

Current Firm

LIBERTY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LIBERTY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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