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Mathew Dean Whiteaker

CROSS FINANCIAL ADVISORS, LLC·BEAVERTON, Oregon
SIE, Series 7, Series 24, Series 63, Series 66Clean record23 years registeredCROSS FINANCIAL ADVISORS, LLC
16100 NW CORNELL ROAD #240, BEAVERTON, OR 97006CRD# 3260502Firm CRD# 287686

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mathew Dean Whiteaker · BEAVERTON, OR
Registration
CRD #3260502 · CROSS FINANCIAL ADVISORS, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

CROSS FINANCIAL ADVISORS
Jun 2017 – present
LPL FINANCIAL LLC
May 2003 – present
LPL FINANCIAL LLC
Nov 2006 – Dec 2017
HOOD RIVER, OR
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 66
Registration record
First registered · May 22, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CROSS FINANCIAL ADVISORS, LLC
CRD 287686 · SEC 801-110589
AUM
$346M
Regulatory assets under management
Employees
14
2,773 client accounts
Services offered by CROSS FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CROSS FINANCIAL ADVISORS, LLC →
Introduction

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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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Other Advisors at CROSS FINANCIAL ADVISORS, LLC

Jay S. Torgerson
BEAVERTON, OR

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Research
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