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Financial ADVSR advisor directory · SEC adviser records

Cross Border Financial Planning USA LLC financial advisors

Every SEC-registered investment adviser representative at Cross Border Financial Planning USA LLC, by the state and city of the office they work from.

The short answer

3 registered advisors work at Cross Border Financial Planning USA LLC, in 2 states and 2 cities; the most are in Philadelphia, PA (2). 0 list the CFP designation and 0 are also registered broker representatives.

Search every Cross Border Financial Planning USA LLC advisor by name →Who joined and left Cross Border Financial Planning USA LLC →Cross Border Financial Planning USA LLC: assets, clients and custodians →

Cities with the most Cross Border Financial Planning USA LLC advisors

Philadelphia, PA 2Marina Del Rey, CA 1

Cross Border Financial Planning USA LLC advisors by state

Cross Border Financial Planning USA LLC in Pennsylvania 2

Philadelphia 2

Cross Border Financial Planning USA LLC in California 1

Marina Del Rey 1

Questions

How many financial advisors does Cross Border Financial Planning USA LLC have?

3 investment adviser representatives are registered with Cross Border Financial Planning USA LLC, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 2 cities. 0 list the CFP designation and 0 are also registered as broker representatives.

Where does Cross Border Financial Planning USA LLC have the most advisors?

Philadelphia, PA, with 2 registered advisors, then Marina Del Rey, CA (1). By state, Pennsylvania has the most, with 2.

How do I find a Cross Border Financial Planning USA LLC financial advisor near me?

Pick your state below, then your city, to see every Cross Border Financial Planning USA LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Cross Border Financial Planning USA LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →