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Cross-Search Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Cross-Search is a financial services firm based in Encinitas, California. Founded in 1989, it positions itself as a matchmaker for financial advisors who are considering changes to their business, offering third-party consulting to evaluate Broker Dealers and RIA options. The company emphasizes tailoring each search to the individual advisor, presenting a wide range of options intended to save time, provide solutions, and achieve outcomes for clients. Target customers are financial advisors seeking to assess and restructure their broker-dealer or RIA arrangements, with the service designed to help them find arrangements that better fit their business needs. The firm operates with a small team and focuses on delivering impartial, result-oriented guidance within the financial services industry.

Find Cross-Search employees' phone numbers or email addresses

Cross-Search Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Cross-Search's Leadership

  • Stylized image of a person
    J. P.
    Director Of Procurement Home Commodities
    Mobile Phone

Cross-Search Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other
  • Banking

Contact profiles from Cross-Search

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. P.
    Director Of Procurement Home Commodities
    Mobile Phone
    UNITED STATES
    May 13, 2026

Frequently Asked Questions

What is Cross-Search known for?

Minus sign iconPlus sign iconCross-Search operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-619-447-****
. Explore Cross-Search's company overview page for more information.

What is Cross-Search's most common email format?

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

How many employees does Cross-Search have currently?

Minus sign iconPlus sign iconCross-Search has approximately 4 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Cross-Search's key employees and leadership?

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As of August 2026, Cross-Search's key employees include:

  • Director Of Procurement Home Commodities: J. P.

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