Joseph CrossanCRD Number: 1449271
Current Firm: Nbs Financial Services, Inc.
Joseph Crossan (CRD# 1449271) is an Investment Advisor Representative working at Nbs Financial Services, Inc. in Westlake Village, CA and has over 27 years of experience in the finance industry. Joseph Crossan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Fried Asset Management, Inc.
Felicitas Investors LLC
|Financial West Group||Westlake Village, CA||Jun 1999 - Current||18|
|Nbs Financial Services, Inc.||Westlake Village, CA||Jan 1995 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1990|
Total Assets Under Management224MILLIONS
Total Number of Accounts484ACCOUNTS
Average Account Value$463,741
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, NV, TX