Oleg
Cross
Strategic Planning LLC
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About this Advisor
Oleg Cross is a financial advisor working out of San Diego, California who has 5 years of industry experience. Cross works at Strategic Planning LLC. Over the course of their career, they have held roles at Cross Law Apc (Fka Cross Plaintiff Law Firm Apc, Cross Prescott) and Strategic Planning LLC. Cross has a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in California. Strategic Planning LLC is a registered investment company operating in San Diego, California.
Certifications and Registrations
Years Registered*
Office Location
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Oleg Cross Work History
Oleg has been registered as a financial advisor for 5 years.*
Strategic Planning LLC
Cross Law Apc (Fka Cross Plaintiff Law Firm Apc, Cross Prescott)
*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 Oleg Cross 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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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.
