Cross Financial Services
Cross Financial Services (CRD# 166248) is a financial advisory firm headquartered in Franklin, IN. They manage $33,901,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management34MILLION
Total Number of Accounts20ACCOUNTS
Average Account Value$1,695,050
- 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
- Educational seminars/workshops
Jeffery Joyce (CRD# 6140173) is an Investment Advisor Representative working at Cross Financial Services in Franklin, IN and has over 3 years of experience in the finance industry.