Mark J. Mccandless
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Mark Joseph Mccandless, who also goes by Mark Mccandless, was a registered financial professional .
Mark is a previously registered financial professional and started their career in finance in 2000. Mark had worked at 4 firms and has passed the Series 65 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 21, 2014 - June 1, 2021
PATHFINDER WEALTH ADVISORS LLC
September 29, 2006 - October 27, 2014
RAV FINANCIAL
March 29, 2004 - December 10, 2008
MUTUAL SERVICE CORPORATION
November 15, 2000 - November 26, 2003
MCCANDLESS WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
PATHFINDER WEALTH ADVISORS LLC
CRD#: 173676 / SEC#: 801-119941
Contact information
Regulatory assets under management
| Total Number of Accounts | 159 |
| AUM (Assets Under Management) | $ 78,914,253 |
Red Flags
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