Cross Financial Advisors

Cross Financial Advisors (CRD# 287686) is a financial advisory firm headquartered in Beaverton, OR. They manage $346,251,122 in 2,773 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    346
    MILLION
  • Total Number of Accounts
    2,773
    ACCOUNTS
  • Average Account Value
    $124,865
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, FL, GA, ID, MA, MN, MT, NV, OR, TX, VA, WA

Financial Advisors at Cross Financial Advisors
Showing 1 - 10 of 15 top financial advisors.
1
Brian M. Clark
CRD#: 3051523
16100 Nw Cornell Road #240, Beaverton, OR 97006

Brian Clark (CRD# 3051523) is an Investment Advisor Representative working at Cross Financial Advisors in Beaverton, OR and has over 20 years of experience in the finance industry.

2
Matthew J. Conti
CRD#: 3004214
16100 Nw Cornell Road #240, Beaverton, OR 97006

Matthew Conti (CRD# 3004214) is an Investment Advisor Representative working at Cross Financial Advisors in Beaverton, OR and has over 26 years of experience in the finance industry.

3
Gregory S. Lester
CRD#: 5596604
16100 Nw Cornell Road #240, Beaverton, OR 97006

Gregory Lester (CRD# 5596604) is an Investment Advisor Representative working at Cross Financial Advisors in Beaverton, OR and has over 14 years of experience in the finance industry.

4
Corey S. Levine
CRD#: 1878968
16100 Nw Cornell Road #240, Beaverton, OR 97006

Corey Levine (CRD# 1878968) is an Investment Advisor Representative working at Cross Financial Advisors in Beaverton, OR and has over 35 years of experience in the finance industry.

5
Jerald D. Lyda
CRD#: 5109451
16100 Nw Cornell Road #240, Beaverton, OR 97006

Jerald Lyda (CRD# 5109451) is an Investment Advisor Representative working at Cross Financial Advisors in Beaverton, OR and has over 18 years of experience in the finance industry.

6
Timothy L. Mayfield
CRD#: 6432552
16100 Nw Cornell Road #240, Beaverton, OR 97006

Timothy Mayfield (CRD# 6432552) is an Investment Advisor Representative working at Cross Financial Advisors in Beaverton, OR and has over 8 years of experience in the finance industry.

7
Robert R. Morrison
CRD#: 5419627
16100 Nw Cornell Road #240, Beaverton, OR 97006

Robert Morrison (CRD# 5419627) is an Investment Advisor Representative working at Cross Financial Advisors in Beaverton, OR and has over 15 years of experience in the finance industry.

8
Thomas B. Ouimette
CRD#: 2009940
16100 Nw Cornell Road #240, Beaverton, OR 97006

Thomas Ouimette (CRD# 2009940) is an Investment Advisor Representative working at Cross Financial Advisors in Beaverton, OR and has over 34 years of experience in the finance industry.

9
Ankit Palan
CRD#: 6508933
16100 Nw Cornell Road #240, Beaverton, OR 97006

Ankit Palan (CRD# 6508933) is an Investment Advisor Representative working at Cross Financial Advisors in Beaverton, OR and has over 8 years of experience in the finance industry.

10
Kyle R. Parsons
CRD#: 5734060
16100 Nw Cornell Road #240, Beaverton, OR 97006

Kyle Parsons (CRD# 5734060) is an Investment Advisor Representative working at Cross Financial Advisors in Beaverton, OR and has over 14 years of experience in the finance industry.

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