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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
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.


Financial Advisors at Cross Financial Services
Showing 1 - 1 of 1 top financial advisors.
Jeffery D. Joyce
CRD#: 6140173
460 N. Morton St., Suite C, Franklin, IN 46131

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.

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