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).
-
Total Assets Under Management346MILLION
-
Total Number of Accounts2,773ACCOUNTS
-
Average Account Value$124,865
- 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
AK, AZ, CA, CO, FL, GA, ID, MA, MN, MT, NV, OR, TX, VA, WA
Brian Clark (CRD# 3051523) is an Investment Advisor Representative working at Cross Financial Advisors in Beaverton, OR and has over 21 years of experience in the finance industry.
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.
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.
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.
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.
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.
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.
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.
Daniel Retzlaff (CRD# 5567976) is an Investment Advisor Representative working at Cross Financial Advisors in Beaverton, OR and has over 15 years of experience in the finance industry.
Jay Torgerson (CRD# 4275993) is an Investment Advisor Representative working at Cross Financial Advisors in Beaverton, OR and has over 23 years of experience in the finance industry.