David
Scott
Cx Institutional, LLC
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About this Advisor
David Scott is a financial advisor working out of Auburn, Indiana with 2 years of industry experience. Scott works at Cx Institutional, LLC. During their career, the advisor has held roles at Penn Station, Indiana University Fort Wayne, Applebee'S, Cebolla'S Mexican Grill, American Equipment Grp, Old National Bank, Cx Institutional and Miller Private Wealth. Scott has a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Indiana. Cx Institutional, LLC is a registered investment business that has its headquarters in Auburn, IN. The company has offices in seven locations and a total of 88 financial advisors. It handles $2 billion in assets between its 8,052 accounts, making it one of the biggest firms in the country by assets under management. Of its 8,052 customer accounts, 19% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Cx Institutional, LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors depend on which services are provided. Fee types charged by Cx Institutional, LLC most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cx Institutional, LLC Brokerage Details
$2,099,990,160
88
8,052
$260,804
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
David Scott Work History
David has been registered as a financial advisor for 2 years.*
Cx Institutional
Miller Private Wealth
Old National Bank
American Equipment Grp
Applebee'S
Cebolla'S Mexican Grill
Penn Station
Indiana University Fort Wayne
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Scott to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cx Institutional, LLC
Auburn, IN
Auburn, IN
Auburn, IN
Auburn, IN
Auburn, IN
Auburn, IN
Auburn, IN
Louisville, KY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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