Cross Financial Services Corporation

Cross Financial Services Corporation (CRD# 114152) is a financial advisory firm headquartered in San Antonio, TX. They manage $65,346,459 in 195 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    195
    ACCOUNTS
  • Average Account Value
    $335,110
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Cross Financial Services Corporation
Showing 1 - 4 of 4 top financial advisors.
1
Salbador B. Cadena
CRD#: 4525763
14607 San Pedro, Suite 190, San Antonio, TX 78232
96
Wealthminder
score

Salbador Cadena (CRD# 4525763) is an Investment Advisor Representative working at Cross Financial Services Corporation in San Antonio, TX and has over 14 years of experience in the finance industry. Salbador Cadena 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.

2
Kirk W. Francis
CRD#: 840623
14607 San Pedro, Suite 190, San Antonio, TX 78232
96
Wealthminder
score

Kirk Francis (CRD# 840623) is an Investment Advisor Representative working at Cross Financial Services Corporation in San Antonio, TX and has over 33 years of experience in the finance industry. Kirk Francis 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.

3
Michael B. McIntosh
CRD#: 5568022
14607 San Pedro, Suite 190, San Antonio, TX 78232
96
Wealthminder
score

Michael McIntosh (CRD# 5568022) is an Investment Advisor Representative working at Cross Financial Services Corporation in San Antonio, TX and has over 8 years of experience in the finance industry.

4
Byron D. Clark
CRD#: 2874549
14607 San Pedro, Suite 190, San Antonio, TX 78232
93
Wealthminder
score

Byron Clark (CRD# 2874549) is an Investment Advisor Representative working at Cross Financial Services Corporation in San Antonio, TX and has over 19 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.