Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid John Scott is a registered Investment Advisor Representative with CX Institutional, LLC. David is licensed to provide financial advice in Indiana. David's career in finance spans over 9 years, starting at Indiana University Fort Wayne in 2013. David has been with CX Institutional since 2019. The firm, CX Institutional, LLC, is based in Auburn, Indiana and has over 47 investment advisor representatives on staff. CX Institutional manages assets for a variety of clients, including individuals, corporations, insurance companies, and charitable organizations. David focuses on providing financial planning and portfolio management services for individuals and businesses.
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
07/07/2021 - Present
CX Institutional, LLC (AUBURN IN)
IA
Issued 07/07/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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