Scott Mccandless

CX INSTITUTIONAL | Wealth Advisor

Plano, TX 75024

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CRD#: 5802219

Professional summary

Scott Mccandless, CFP®, who also goes by Scott A Mccandless, Scott Andrew Mccandless, is a registered financial advisor currently at CX INSTITUTIONAL, LLC located in Plano, Texas.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Scott has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 9 exams.

Biography

Scott works with clients to provide personalized wealth management solutions to help them reach their goals. He helps clients with financial planning, tax preparation, investing, reporting and a variety of projects.

Prior to joining Mariner Wealth Advisors, Scott was a VP-senior financial advisor for Personal Capital. Before that, he was a financial advisor at Edward Jones.

Scott has a bachelor’s degree in finance from the University of Nebraska at Omaha.

Question & Answer

What are your service offerings?

Investment Planning

Retirement Planning

Comprehensive Financial Planni...

Are you a "fiduciary"?

Yes

Aliases

Scott A Mccandless | Scott Andrew Mccandless

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) - RIA

Click below to view Scott Mccandless'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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

October 14, 2025 - Present

CX INSTITUTIONAL, LLC

Office #1: 7500 Dallas Parkway Suite 500, Plano, TX 75024

RIA

CRD#: 292627

Plano, TX

Past

October 25, 2022 - September 25, 2025

MARINER WEALTH

RIA

CRD#: 140195

Plano, TX

Past

August 8, 2017 - October 26, 2022

PERSONAL CAPITAL ADVISORS CORPORATION

RIA

CRD#: 155172

Dallas, TX

Past

February 27, 2017 - August 4, 2017

EDWARD JONES

RIA

CRD#: 250

DALLAS, TX

Past

February 27, 2017 - August 4, 2017

EDWARD JONES

CRD#: 250

DALLAS, TX

Past

May 2, 2014 - March 6, 2017

TD AMERITRADE, INC.

RIA

CRD#: 7870

FORT WORTH, TX

Past

May 1, 2014 - March 6, 2017

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

FORT WORTH, TX

Past

May 1, 2014 - March 6, 2017

TD AMERITRADE, INC.

CRD#: 7870

FORT WORTH, TX

Past

September 18, 2012 - March 20, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

JACKSONVILLE, FL

Past

August 10, 2012 - March 20, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

JACKSONVILLE, FL

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".

CX INSTITUTIONAL, LLC

CREDENT WEALTH MANAGEMENT | CX WEALTH DIRECT | CX INSTITUTIONAL, LLC

CRD#: 292627 / SEC#: 801-112742

RIA

Registered Investment Advisory firm - (3/1/2018 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

Texas
(10/14/2025)

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 66

Date: 9/16/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/4/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/9/2012

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 9/16/2013

General Securities Sales Supervisor - Options Module Examination

Current Firm

CX INSTITUTIONAL, LLC

CREDENT WEALTH MANAGEMENT | CX WEALTH DIRECT | CX INSTITUTIONAL, LLC

CRD#: 292627 / SEC#: 801-112742

RIA

Registered Investment Advisory firm - (3/1/2018 Approved)

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Contact information

Main Address

200 East 7th Street, Auburn, IN 46706

Mailing Address

Phone number

(260) 927-1830

Established

Firm type

Fiscal year end

# of Employees

106

SEC notice filing (42 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (10/14/2025)

ADV PART 2A (10/14/2025)

Regulatory assets under management

Total Number of Accounts	14,284
AUM (Assets Under Management)	$ 4,121,239,331

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Scott Mccandless

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Mccandless's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARINER WEALTH

PERSONAL CAPITAL ADVISORS CORPORATION

EDWARD JONES

EDWARD JONES

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

CX INSTITUTIONAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/16/2012

SIE

Date: 8/4/2017

Series 7

Date: 8/9/2012

Series 9

Date: 9/16/2013

Current Firm

CX INSTITUTIONAL, LLC

Contact information

SEC notice filing (42 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CX INSTITUTIONAL, LLC

TRUST BUT VERIFY

Contact information

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