TrueAdvisor
TrueAdvisor
CS
CS

Christopher Paul Scott

Cx Institutional, LLC
2 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net WorthCharitable GivingSocially Responsible Investing
Cx Institutional, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
61 advisors
Number of Clients
3,430 clients
Average Client Portfolio
$973K average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:$500

Location

7500 Dallas Parkway, Suite 475, Plano, TX, 75024

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Cx Institutional, LLC
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Florida Financial Advisors, INC.
April 2021 - January 2022 · 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.