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).

Current Firm Details
16100 Nw Cornell Road #240, Beaverton, OR 97006
http://www.crossfinancialmgmt.com
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 11 - 14 of 14 top financial advisors.
11
Mathew Whiteaker, financial advisor Beaverton OR
Mathew D. Whiteaker
CRD#: 3260502
16100 Nw Cornell Road #240, Beaverton, OR 97006

Mathew Whiteaker (CRD# 3260502) is an Investment Advisor Representative working at Cross Financial Advisors in Beaverton, OR and has over 24 years of experience in the finance industry.

12
Kari Billette, financial advisor Beaverton OR
Kari A. Billette
CRD#: 7278841
16100 Nw Cornell Road #240, Beaverton, OR 97006

Kari Billette (CRD# 7278841) is an Investment Advisor Representative working at Cross Financial Advisors in Beaverton, OR and has over 2 years of experience in the finance industry.

13
Mihei Egoroff, financial advisor Beaverton OR
Mihei M. Egoroff
CRD#: 7186339
16100 Nw Cornell Road #240, Beaverton, OR 97006

Mihei Egoroff (CRD# 7186339) is an Investment Advisor Representative working at Cross Financial Advisors in Beaverton, OR and has over 4 years of experience in the finance industry.

14
Robert Morrison, financial advisor Beaverton OR
Robert R. Morrison
CRD#: 5419627
16100 Nw Cornell Road #240, Beaverton, OR 97006

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

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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