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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Paul Scott is an Investment Advisor Representative with Cx Institutional, LLC, a firm headquartered in Auburn, Indiana. Christopher has been active in the financial services industry since 2021, and currently holds the Series 65 license. The firm's clients include high-net-worth individuals, individuals other than high-net-worth, insurance companies, charitable organizations, and corporations or other businesses. They provide financial planning, portfolio management for businesses, and portfolio management for individuals. Christopher has a background in various industries, including financial advising, retail, education, and food service.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IN
03/27/2024 - Present
CX Institutional, LLC (AUBURN IN)
IA
Issued 03/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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