Crossroads Wealth Planning
Crossroads Wealth Planning (CRD# 317985) is a financial advisory firm headquartered in Tualatin, OR. They manage $7,024,640 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management7MILLION
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Total Number of Accounts7ACCOUNTS
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Average Account Value$1,003,520
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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR
Financial Advisors at Crossroads Wealth Planning
1
Ryan McClung (CRD# 5522230) is an Investment Advisor Representative working at Crossroads Wealth Planning in Tualatin, OR and has over 16 years of experience in the finance industry.
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