Curtis
Crossland
Origin Financial
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About this Advisor
Curtis Crossland is a certified financial planner operating in Phoenix, Arizona, with a total of 1 year of industry experience. Crossland is currently employed by Origin Financial. The advisor has gained experience at The Vanguard Group, Inc, Suttle Crossland Wealth Advisors, LLC, Origin Financial and Usaa Financial Advisors, Inc. Crossland holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Arizona. Origin Financial is a firm headquartered in Boston, MA. It controls $478 thousand in assets between its 23 customer accounts, placing it among the smaller investment advisory firms in the United States by assets under management. Origin Financial has a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees largely depend on which services are provided. Fee types billed by Origin Financial most likely are comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Origin Financial Brokerage Details
$478,000
219
23
$20,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Curtis Crossland Work History
Curtis has been registered as a financial advisor for 1 years.*
Origin Financial
Suttle Crossland Wealth Advisors, LLC
The Vanguard Group, Inc
Usaa Financial Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Curtis Crossland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
