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William Boyd Larmer

CROSSROADS FINANCIAL MANAGEMENT·LENEXA, Kansas
Clean recordCROSSROADS FINANCIAL MANAGEMENT
13715 WEST 109TH STREET, LENEXA, KS 66215CRD# 1018705Firm CRD# 115435

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Boyd Larmer · LENEXA, KS
Registration
CRD #1018705 · CROSSROADS FINANCIAL MANAGEMENT
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Boyd Larmer is a registered financial advisor based in LENEXA, Kansas, affiliated with CROSSROADS FINANCIAL MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CROSSROADS FINANCIAL MANAGEMENT, INC.
CROSSROADS FINANCIAL MANAGEMENT, INC.
AUM
$52M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CROSSROADS FINANCIAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1018705
Firm CRD# 115435
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Boyd Larmer offer?
William Boyd Larmer specializes in Financial Planning, Investment Management. Contact their office in LENEXA, Kansas for a consultation.
What are William Boyd Larmer's credentials?
William Boyd Larmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Boyd Larmer located?
William Boyd Larmer is based in LENEXA, Kansas, working with CROSSROADS FINANCIAL MANAGEMENT. Their office serves clients in the LENEXA metropolitan area and surrounding communities.
How does William Boyd Larmer charge for services?
William Boyd Larmer's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CROSSROADS FINANCIAL MANAGEMENT?
CROSSROADS FINANCIAL MANAGEMENT has approximately 3 employees and manages $52M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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