Roger Cross has been in the financial services industry for many years, serving clients and helping them solve their greatest retirement concern-protecting their “nest egg.” Roger believes there are two aspects in financial planning: creating wealth and protecting it.
Before coming to Harlow Wealth Management, Inc., Roger served as District Sales Manager for GE Financial, developing the Eastern Washington, Idaho, and Montana markets before his promotion to Regional Sales Manager for the Oregon and Idaho division. In addition, he volunteered with the National Association of Health Underwriters, where he served as Vice President of the local chapter and was invited by the governor of Washington to join a task force addressing the importance of long term care insurance. Roger feels that it is an honor to be part of Harlow Wealth Management, Inc., where they value integrity and genuine concern for every client.
Roger is married and has two children. In his spare time he enjoys cooking, fishing, hiking, and traveling with family.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harlow Wealth Management, Inc.(f/k/a Nw Tax Advisory Group, Inc) | Vancouver, WA | Jul 2012 - Current | 11 |
| A. L. Insurance Group, Inc. | Vancouver, WA | Jun 2004 - Dec 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1987 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2012 |
- AZ
- CA
- OR
- TX
- WA
-
Total Assets Under Management316MILLIONS
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Total Number of Accounts1,629ACCOUNTS
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Average Account Value$193,953
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, OR, TX, WA
Harlow Wealth Management, Inc. is a SEC Registered Investment Adviser and an insurance agency registered with State of Washington and other states
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