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Financial ADVSR advisor directory · SEC adviser records

Cross State Financial Group LLC financial advisors

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

The short answer

8 registered advisors work at Cross State Financial Group LLC, in 4 states and 5 cities; the most are in Albuquerque, NM (4). 0 list the CFP designation and 0 are also registered broker representatives.

Search every Cross State Financial Group LLC advisor by name →Who joined and left Cross State Financial Group LLC →Cross State Financial Group LLC: assets, clients and custodians →

Cities with the most Cross State Financial Group LLC advisors

Albuquerque, NM 4Flagstaff, AZ 1Grand Haven, MI 1Littleton, CO 1Tempe, AZ 1

Cross State Financial Group LLC advisors by state

Cross State Financial Group LLC in New Mexico 4

Albuquerque 4

Cross State Financial Group LLC in Arizona 2

Flagstaff 1Tempe 1

Cross State Financial Group LLC in Colorado 1

Littleton 1

Cross State Financial Group LLC in Michigan 1

Grand Haven 1

Questions

How many financial advisors does Cross State Financial Group LLC have?

8 investment adviser representatives are registered with Cross State Financial Group LLC, according to the SEC's Investment Adviser Public Disclosure records, in 4 states and 5 cities. 0 list the CFP designation and 0 are also registered as broker representatives.

Where does Cross State Financial Group LLC have the most advisors?

Albuquerque, NM, with 4 registered advisors, then Flagstaff, AZ (1). By state, New Mexico has the most, with 4.

How do I find a Cross State Financial Group LLC financial advisor near me?

Pick your state below, then your city, to see every Cross State Financial Group 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 State Financial Group 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 →