David Crossan, financial advisor Manchester Township NJ

David Crossan

CRD Number: 2537752
Current Firm: Lpl Financial LLC

David Crossan (CRD# 2537752) is an Investment Advisor Representative working at Lpl Financial LLC in Manchester Township, NJ and has over 29 years of experience in the finance industry.

Similar Advisors
John Hammack, financial advisor Manchester Township NJ
John P. Hammack
CRD# 2083423
Main Street Financial Solutions, LLC
Similar Advisors
Kevin Kruse, financial advisor Manchester Township NJ
Kevin H. Kruse
CRD# 4874990
Prudential Financial Planning Services
Similar Advisors
Edward Adams, financial advisor Manchester Township NJ
Edward W. Adams
CRD# 1307441
Cetera Investment Advisers LLC
Company Name Location Dates Years
Lpl Financial LLC Manchester, NJ Sep 2021 - Current 2
Wells Fargo Clearing Services, LLC Manchester, NJ Nov 2016 - Aug 2021 4
Wells Fargo Advisors LLC Manchester, NJ May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1994
S65 NASAA Investment Advisors Law Examination Dec 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David F. Crossan
Phone Number: 704-733-3300
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from David Crossan and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.