Crosscurrent Wealthmanagement, LLC

Crosscurrent Wealthmanagement, LLC (CRD# 156589) is a financial advisory firm headquartered in , . They manage $957,461 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.crosscurrentwealth.com
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $79,788
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR

Financial Advisors at Crosscurrent Wealthmanagement, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Roy Stephens, financial advisor Little Rock AR
Roy W. Stephens
CRD#: 2209745
Little Rock, AR

Roy Stephens (CRD# 2209745) is an Investment Advisor Representative working at Crosscurrent Wealthmanagement, LLC in Little Rock, AR and has over 32 years of experience in the finance industry.

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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