CROSS FINANCIAL SERVICES

FRANKLIN, Indiana·1 registered advisor·CRD# 166248

SEC# 801-77412317-560-4045

Firm Overview

AUM

$46M

Regulatory assets under management

Employees

Total firm employees

Advisors

Registered representatives

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Specialties

Financial Planning Investment Management Wealth Management

Advisors at CROSS FINANCIAL SERVICES

1 registered advisor

Jeffery David Joyce

FRANKLIN, Indiana

CRD# 6140173

Office Locations

FRANKLIN, Indiana

1 advisor

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Data sourced from SEC Form ADV filings. CROSS FINANCIAL SERVICES (CRD# 166248) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.