Candace J Burkett
Investment adviser representative at Raymond James & Associates, Inc.
11 yearsExperience
1 stateRegistered in
$501BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Raymond James & Associates, Inc.Jul 2026 to now
- Morgan StanleyDec 2022 to Jul 2026
- CitigroupAug 2022 to Nov 2022
- Morgan StanleyFeb 2021 to Jul 2022
- Raymond James & Associates, Inc.Apr 2019 to Feb 2021
- Raymond James Financial Service AdvisorsJul 2018 to Apr 2019
- Raymond James Financial ServicesJul 2018 to Apr 2019
- Business Delivery Systems (bds)May 2018 to Jun 2018
- Apartment SolutionsApr 2018 to Apr 2018
- Am Hayden Property ManagementNov 2017 to Apr 2018
- JPMorgan Securities LLCJul 2017 to Nov 2017
- Golds GymOct 2016 to Nov 2016
- Opt 317, LLCJul 2016 to May 2018
- Swbc Investment CompanyMay 2016 to Jun 2017
- Swbc Investment Services LLCMay 2016 to Jun 2017
- Texas State University/bexar County ContractorSep 2015 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5106798
- Firm CRD
- 705