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CK

Candice A. Kemeny

FRANKLIN DISTRIBUTORS
Baltimore, MD 21231
Some features on this profile are disabled
CRD#: 4809067
CK

Professional summary


Candice Ann Kemeny, who also goes by Candice Kemeny, Candace Ann Wyllie, Candice Ann Wyllie, is a registered financial professional currently at FRANKLIN DISTRIBUTORS, LLC located in Baltimore, Maryland.

Candice is registered as a RR (Registered Representative) and started their career in finance in 2004. Candice has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Candice Kemeny | Candace Ann Wyllie | Candice Ann Wyllie

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Candice Ann Kemeny'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

April 11, 2023 - Present

FRANKLIN DISTRIBUTORS, LLC

Office #1: 1201 Wills Street, Baltimore, MD 21231
BD
CRD#: 109064
Baltimore, MD
Past

March 23, 2017 - April 6, 2023

LASALLE INVESTMENT MANAGEMENT DISTRIBUTORS, LLC

BD
CRD#: 157625
CHICAGO, IL
Past

April 1, 2013 - March 17, 2017

INVESCO CAPITAL MARKETS, INC.

BD
CRD#: 6939
DOWNERS GROVE, IL
Past

June 7, 2010 - March 17, 2017

INVESCO ADVISERS, INC.

RIA
CRD#: 105360
Downers Grove, IL
Past

June 1, 2010 - May 10, 2016

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 7369
DOWNERS GROVE, IL
Past

February 11, 2009 - June 3, 2010

VAN KAMPEN ADVISORS INC

RIA
CRD#: 104703
OAKBROOK TERRACE, IL
Past

February 11, 2009 - June 1, 2010

INVESCO CAPITAL MARKETS, INC.

BD
CRD#: 6939
OAKBROOK TERRACE, IL
Past

January 13, 2005 - January 30, 2009

QA3 FINANCIAL LLC

RIA
CRD#: 104957
OMAHA, NE
Past

January 13, 2005 - January 30, 2009

QA3 FINANCIAL CORP.

BD
CRD#: 14754
OMAHA, NE
Past

August 25, 2004 - December 8, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
OMAHA, NE
Past

July 29, 2004 - December 8, 2004

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

July 29, 2004 - December 8, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(4/11/2023)
RR
Alaska
(4/11/2023)
RR
Arizona
(4/11/2023)
RR
Arkansas
(4/11/2023)
RR
California
(4/11/2023)
RR
Colorado
(4/11/2023)
RR
Connecticut
(4/11/2023)
RR
Delaware
(4/11/2023)
RR
District of Columbia
(4/11/2023)
RR
Florida
(4/11/2023)
RR
Georgia
(4/11/2023)
RR
Hawaii
(4/11/2023)
RR
Idaho
(4/11/2023)
RR
Illinois
(4/11/2023)
RR
Indiana
(4/11/2023)
RR
Iowa
(4/11/2023)
RR
Kansas
(4/11/2023)
RR
Kentucky
(4/11/2023)
RR
Louisiana
(4/11/2023)
RR
Maine
(4/11/2023)
RR
Maryland
(4/11/2023)
RR
Massachusetts
(4/11/2023)
RR
Michigan
(4/11/2023)
RR
Minnesota
(4/11/2023)
RR
Mississippi
(4/11/2023)
RR
Missouri
(4/11/2023)
RR
Montana
(4/11/2023)
RR
Nebraska
(4/11/2023)
RR
Nevada
(4/11/2023)
RR
New Hampshire
(4/11/2023)
RR
New Jersey
(4/11/2023)
RR
New Mexico
(4/11/2023)
RR
New York
(4/11/2023)
RR
North Carolina
(4/11/2023)
RR
North Dakota
(4/11/2023)
RR
Ohio
(4/11/2023)
RR
Oklahoma
(4/11/2023)
RR
Oregon
(4/11/2023)
RR
Pennsylvania
(4/11/2023)
RR
Puerto Rico
(4/11/2023)
RR
Rhode Island
(4/11/2023)
RR
South Carolina
(4/11/2023)
RR
South Dakota
(4/11/2023)
RR
Tennessee
(4/11/2023)
RR
Texas
(4/11/2023)
RR
Utah
(4/11/2023)
RR
Vermont
(4/11/2023)
RR
Virgin Islands
(4/11/2023)
RR
Virginia
(4/11/2023)
RR
Washington
(4/11/2023)
RR
West Virginia
(4/11/2023)
RR
Wisconsin
(4/11/2023)
RR
Wyoming
(4/11/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/18/2004
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


FD
FRANKLIN DISTRIBUTORS, LLC
FRANKLIN DISTRIBUTORS, LLC | UNIFIED DISTRIBUTORS LLC | LEGG MASON INVESTORS SERVICES, LLC | LEGG MASON INVESTOR SERVICES, LLC | LATINVALLEY SECURITIES LLC

CRD#: 109064 / SEC#: , 8-53089

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information


Main Address
One Franklin Parkway, San Mateo, CA 94403
Mailing Address
1201 Wills Street, Baltimore, MD 21231
Phone number
(800) 632-2350
Established
Delaware since 12/01/2000
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
TEMPLETON WORLDWIDE, INC.SHAREHOLDER
CIEPRISZ, KENNETH DAVIDCHIEF COMPLIANCE OFFICER2303713
GAMBA, DANIEL ERNESTOCHIEF EXECUTIVE OFFICER4594704
MASOM, JEFFREY SCOTTPRESIDENT-DIRECTOR2870966
PATERSON, DAVIDCHIEF FINANCIAL OFFICER AND DESIGNATED FINANCIAL PRINCIPAL7001546

Disclosures


Regulatory Event1

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.

Company Information


FRANKLIN DISTRIBUTORS, LLC

CRD#: 109064Baltimore, MD 21231

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