Scott Mccandless
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
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.
Other Aliases
Scott A Mccandless, Scott Andrew Mccandless
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
14 years in the financial services industry
Current & Past Employments
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Current Firm
CREDENT WEALTH MANAGEMENT | CX WEALTH DIRECT | CX INSTITUTIONAL, LLC
Contact Information
Main Address
200 East 7th Street, Auburn, IN 46706Phone Number
(260) 927-1830# of Employees
130SEC notice filing (42 States and Territories)
Registered to provide investment advisory services in 42 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
13,723AUM (Assets Under Management)
$4,464,692,612Similar Advisors
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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.
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Primary Firm SEC Registration
CREDENT WEALTH MANAGEMENT | CX WEALTH DIRECT | CX INSTITUTIONAL, LLC
State Registrations and Notice Filings
(9/14/2026)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 9 — General Securities Sales Supervisor - Options Module Examination
Passed Sep 2013About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Scott Mccandless's CRS (Customer Relationship Summary).
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