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Financial ADVSR advisor directory · SEC adviser records

Cross Financial Advisors financial advisors in Portland, OR

Every SEC-registered investment adviser representative at a Cross Financial Advisors office in Portland, A to Z.

The short answer

8 registered advisors work at Cross Financial Advisors in Portland, out of 9 at the firm nationwide; it ranks number 30 in the city by advisors. 0 list the CFP designation and 7 are also registered broker representatives.

Cross Financial Advisors advisors in Portland, A to Z

Every Cross Financial Advisors advisor →

Cross Financial Advisors advisors in every city and state →Cross Financial Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Cross Financial Advisors advisors in other cities

Newberg, OR 1

Other firms in Portland

All Portland advisors →

LPL Financial LLC 57Ameriprise Financial Services, LLC 52Stancorp Investment Advisers, Inc. 49Merrill Lynch, Pierce, Fenner & Smith Incorporated 41Morgan Stanley 33UBS Financial Services Inc. 33Wells Fargo Clearing Services, LLC 32Edward Jones 31Transamerica Financial Advisors, LLC 29M Holdings Securities, Inc. 28J.P. Morgan Securities LLC 25Strategic Advisers LLC 25

Questions

How many financial advisors does Cross Financial Advisors have in Portland?

8 investment adviser representatives are registered at Cross Financial Advisors offices in Portland, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 0 list the CFP designation and 7 are also registered as broker representatives.

Is Cross Financial Advisors one of the largest advisor employers in Portland?

Cross Financial Advisors ranks number 30 in Portland by registered advisors; LPL Financial LLC has the most, with 57.

How do I check a Cross Financial Advisors advisor in Portland?

Each advisor below 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. Advisors are listed at the city of the Cross Financial Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.