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Joseph John Crossan

NBS FINANCIAL & INSURANCE SERVICES INC·WESTLAKE VILLAGE, California
Unclaimed Profile
340 N WESTLAKE BLVD, WESTLAKE VILLAGE, CA 91362CRD# 1449271Firm CRD# 110600
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About

Joseph John Crossan is a registered financial advisor based in WESTLAKE VILLAGE, California, affiliated with NBS FINANCIAL & INSURANCE SERVICES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NBS FINANCIAL & INSURANCE SERVICES INC
NBS FINANCIAL SERVICES, INC.
AUM
$248M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at NBS FINANCIAL & INSURANCE SERVICES INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1449271
Firm CRD# 110600
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joseph John Crossan offer?
Joseph John Crossan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTLAKE VILLAGE, California for a consultation.
What are Joseph John Crossan's credentials?
Joseph John Crossan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph John Crossan located?
Joseph John Crossan is based in WESTLAKE VILLAGE, California, working with NBS FINANCIAL & INSURANCE SERVICES INC. Their office serves clients in the WESTLAKE VILLAGE metropolitan area and surrounding communities.
How does Joseph John Crossan charge for services?
Joseph John Crossan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NBS FINANCIAL & INSURANCE SERVICES INC?
NBS FINANCIAL & INSURANCE SERVICES INC has approximately 5 employees and manages $248M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WESTLAKE VILLAGE
Craig Elliott Skowrup — SKOWRUP C E & CODavid D Allison — WESTLAKE BIOPARTNERS, LLCKristin Wyman Horton — HAVEN CAPITAL GROUP, INC.Mitchell Steven Morrison — FINANCIAL WEST INVESTMENT GROUP, INC.Scott Allen Ryles — WESTLAKE BIOPARTNERS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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