Unclaimed Profile

William Boyd Larmer

CROSSROADS FINANCIAL MANAGEMENT·LENEXA, Kansas

Series 6, Series 22, Series 63Clean record34 years registeredCROSSROADS 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 · 34 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CROSSROADS FINANCIAL MANAGEMENT

SPC

Nov 2016 – Jul 2019

Overland Park, KS

SPC

May 2008 – Jan 2012

LENEXA, KS

CROSSROADS FINANCIAL MANAGEMENT

Jan 1992 – Mar 2017

Overland Park, KS

Registrations & Exams

FINRA examinations passed

Series 6

Series 22

Series 63

Registration record

First registered · January 28, 1992

Years registered · 34

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CROSSROADS FINANCIAL MANAGEMENT, INC.

CRD 115435 · SEC 801-66390

AUM

$52M

Regulatory assets under management

Employees

158 client accounts

Services offered by CROSSROADS FINANCIAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CROSSROADS FINANCIAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does William Boyd Larmer offer?

William Boyd Larmer specializes in Financial Planning, Investment Management.

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, last registered with CROSSROADS FINANCIAL MANAGEMENT.

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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