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Mark Joseph Mccandless

PATHFINDER WEALTH ADVISORS LLC·INDEPENDENCE, Ohio
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4401 ROCKSIDE ROAD, INDEPENDENCE, OH 44131-2146CRD# 3119380Firm CRD# 173676
01

About

Mark Joseph Mccandless is a registered financial advisor based in INDEPENDENCE, Ohio, affiliated with PATHFINDER WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PATHFINDER WEALTH ADVISORS LLC
PATHFINDER WEALTH ADVISORS LLC
AUM
$70M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PATHFINDER WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3119380
Firm CRD# 173676
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Joseph Mccandless offer?
Mark Joseph Mccandless specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in INDEPENDENCE, Ohio for a consultation.
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, working with PATHFINDER WEALTH ADVISORS LLC. Their office serves clients in the INDEPENDENCE metropolitan area and surrounding communities.
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.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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