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Mathew Dean Whiteaker

CROSS FINANCIAL ADVISORS, LLC·BEAVERTON, Oregon
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16100 NW CORNELL ROAD #240, BEAVERTON, OR 97006CRD# 3260502Firm CRD# 287686
01

About

Mathew Dean Whiteaker is a registered financial advisor based in BEAVERTON, Oregon, affiliated with CROSS FINANCIAL ADVISORS, LLC. 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
03

Firm Overview

Firm
CROSS FINANCIAL ADVISORS, LLC
CROSS FINANCIAL ADVISORS
AUM
$346M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at CROSS FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3260502
Firm CRD# 287686
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mathew Dean Whiteaker offer?
Mathew Dean Whiteaker specializes in Financial Planning, Investment Management. Contact their office in BEAVERTON, Oregon for a consultation.
What are Mathew Dean Whiteaker's credentials?
Mathew Dean Whiteaker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mathew Dean Whiteaker located?
Mathew Dean Whiteaker is based in BEAVERTON, Oregon, working with CROSS FINANCIAL ADVISORS, LLC. Their office serves clients in the BEAVERTON metropolitan area and surrounding communities.
How does Mathew Dean Whiteaker charge for services?
Mathew Dean Whiteaker'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 CROSS FINANCIAL ADVISORS, LLC?
CROSS FINANCIAL ADVISORS, LLC has approximately 14 employees and manages $346M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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