Cross Financial Management Employee Directory

Q: What is Cross Financial Management known for?

Cross Financial Management was founded in 2003. Cross Financial Management operates in the Financial Services industry.

Q: How many employees does Cross Financial Management have currently?

Cross Financial Management has approximately 11 employees.

Financial ServicesOregon, United States11-50 Employees

Cross Financial Management is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients — not to a parent company.

Our independence enables us to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients’ unique needs.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For a list of states in which we are registered to do business, please visit www.crossfinancialmgmt.com.
Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment Advice offered through Cross Financial Advisors, a registered investment advisor. Cross Financial Advisors and Cross Financial Management are separate entities from LPL Financial.

Find Cross Financial Management employees' phone numbers or email addresses

Cross Financial Management Global Highlights

North America
22

United States Of America
22

Asia
1

India
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Cross Financial Management's Leadership

J. T.
Owner
Mobile Phone
Email
T. V.
Director Of Operations
Mobile Phone
Email
T. C.
Managing Director
Mobile Phone
Email
J. H.
Manager
Mobile Phone
Email
C. G.
Tax Senior
Mobile Phone
Email
A. P.
Certified Financial Planner Cfp®
Mobile Phone
Email
C. N.
Lpl Financial Advisor
Mobile Phone
Email
G. L.
Wealth Advisor - Lpl Financial/Cross Financial Management/Cross Financial Advisors
Mobile Phone
Email

Cross Financial Management Employee Metrics

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50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Cross Financial Management

Name

Title

Contact Info

Location

Last Update

K. D.
Receptionist
Mobile Phone
Email
United StatesOregon
Jul 17, 2025

Frequently Asked Questions

What is Cross Financial Management known for?

Cross Financial Management was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 16100 Northwest Cornell Road Suite 240 Beaverton, Oregon 97006 United States; you can contact the main corporate office by phone at

+1-503-430-****

. Explore Cross Financial Management's company overview page for more information.

What is Cross Financial Management's most common email format?

Cross Financial Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cross Financial Management email formats with LeadIQ.

How many employees does Cross Financial Management have currently?

Cross Financial Management has approximately 11 employees as of February 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Cross Financial Management's key employees and leadership?

As of February 2026, Cross Financial Management's key employees include:

Owner: J. T.
Director Of Operations: T. V.
Managing Director: T. C.
Manager: J. H.
Tax Senior: C. G.

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