linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Scott McCandless

Mariner Wealth

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Scott? Claim Your Profile

About Scott McCandless

Scott McCandless is a financial advisor at Mariner Wealth. Scott has been in the financial services industry since 2012. Scott is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst. Scott has experience working at Edward Jones and TD Ameritrade. Scott is registered in Texas.

Firm Information

Scott McCandless is currently registered with Mariner Wealth. Mariner Wealth is an investment advisory firm based in Overland Park, KS, with over 700 investment adviser representatives and 194 licensed agents. The firm manages approximately $81.1 billion in assets for a diverse clientele, including individuals, high-net-worth individuals, families, institutions, and corporations. Mariner Wealth offers a range of investment advisory services, including financial planning, pension consulting, portfolio management for individuals and businesses, and family office services. The firm also provides educational seminars and publications.
Mariner Wealth

5700 W. 112TH STREET

OVERLAND PARK, KS 66211

$81.11B

Assets Under Management

200

Total Clients

684

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

family office services

Family office services

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Scott McCandless’s Registration & Firm History

TX

10/25/2022 - Present

Mariner Wealth (Plano TX)

TX

02/27/2017 - 08/04/2017

EDWARD JONES (DALLAS TX)

TX

05/01/2014 - 03/06/2017

TD AMERITRADE, INC. (FORT WORTH TX)

FL

08/10/2012 - 03/20/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

Not sure if Scott McCandless is right for you?

Licenses & Designations

BOTH

Issued 09/16/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/16/2013

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 08/04/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott McCandless.
Not sure if Scott McCandless is right for you?