Cross Financial Advisors LLC
Legal Name: CROSS FINANCIAL ADVISORS, LLC
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Cross Financial Advisors LLC is legally known as CROSS FINANCIAL ADVISORS, LLC. It is an OR Limited Liability Company. This firm has 14 employees, of which 14 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jun 22, 2017.
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503-430-0563 Menu HomeAbout Us Our CompanyOur ServicesOur Team ALL ADVISORSMathew WhiteakerJay Torgerson Brian M. ClarkGreg Lester MBA, CRPC®Matthew Conti CFP® MBATom Ouimette Kyle Parsons Anne Snelling Laura JohnsonClient Center Account AccessResource Center RetirementEstateInvestmentInsuranc…
Direct Owners
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JAY S. TORGERSON
MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT owns more than 50% but less than 75%
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MATHEW DEAN WHITEAKER
MANAGING MEMBER / CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%