A complete list of active advisors currently associated with Crosspoint Financial, LLC
Warmer can help you find a great advisor at Crosspoint Financial, LLC or one who fits your needs even better.
Crosspoint Financial, LLC provides investment advisory and financial planning services to individuals (including high-net-worth clients) and to employer plan sponsors and other institutional clients. The firm offers discretionary asset management, standalone financial planning, and ongoing retirement plan consulting, reporting $157,077,817 in regulatory assets under management across roughly 282 client relationships. Portfolios are customized and may include individual stocks, bonds, ETFs, options, mutual funds, alternative and private investments, structured products, and inverse ETFs, with continuous monitoring and rebalancing; the firm also may utilize model portfolios made available through National Financial Services LLC and Fidelity Brokerage Services LLC. Crosspoint operates as a fiduciary, provides ERISA-aware retirement plan consulting (including assistance consistent with Section 3(21) or 3(38) designations), and delivers both investment-management and consulting services depending on client needs. Distinctive aspects of the firm include affiliations that are uncommon for a small independent adviser: representatives are registered with a broker-dealer (Alexander Capital, L.P.) and are licensed insurance agents, and the firm discloses the ability to accept commissions for securities and insurance sales. The practice is unusually client-dense for a solo adviser while also providing pension consulting and institutional plan services, and it relies on Fidelity’s institutional platform and related research arrangements under Section 28(e).
To learn more about the advisors currently working at Crosspoint Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Tustin, CA
| 27
|
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