Unclaimed Profile

Mark Joseph Mccandless

PATHFINDER WEALTH ADVISORS LLC·INDEPENDENCE, Ohio

Series 7, Series 65Clean record25 years registeredPATHFINDER WEALTH ADVISORS LLC

4401 ROCKSIDE ROAD, INDEPENDENCE, OH 44131-2146CRD# 3119380Firm CRD# 173676

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Joseph Mccandless · INDEPENDENCE, OH

Registration

CRD #3119380 · PATHFINDER WEALTH ADVISORS LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PATHFINDER WEALTH ADVISORS LLC

PATHFINDER WEALTH ADVISORS LLC

Nov 2014 – Jun 2021

INDEPENDENCE, OH

RAV FINANCIAL

Sep 2006 – Oct 2014

BEACHWOOD, OH

MCCANDLESS WEALTH MANAGEMENT, LLC

Nov 2000 – Nov 2003

BEACHWOOD, OH

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · November 15, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PATHFINDER WEALTH ADVISORS LLC

CRD 173676 · SEC 801-119941

AUM

$70M

Regulatory assets under management

Employees

141 client accounts

Services offered by PATHFINDER WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PATHFINDER WEALTH ADVISORS LLC →

Introduction

Speak with Mark

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mark is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in INDEPENDENCE?

Browse all registered financial advisors in INDEPENDENCE, Ohio or claim this profile if it's yours.

Browse INDEPENDENCE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Mark Joseph Mccandless offer?

Mark Joseph Mccandless specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Mark Joseph Mccandless's credentials?

Mark Joseph Mccandless is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Joseph Mccandless located?

Mark Joseph Mccandless is based in INDEPENDENCE, Ohio, last registered with PATHFINDER WEALTH ADVISORS LLC.

How does Mark Joseph Mccandless charge for services?

Mark Joseph Mccandless's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PATHFINDER WEALTH ADVISORS LLC?

PATHFINDER WEALTH ADVISORS LLC has approximately 3 employees and manages $70M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →