Robert
Cassella
Cross State Financial Group LLC
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About this Advisor
Robert Cassella is a financial advisor based in Albuquerque, New Mexico, working with Cross State Financial Group LLC. Robert has previously held positions at Foothill Securities, Inc, Legal Services, Insurance Sales, Cross State Financial Group, and Crown Capital Securities, Lp. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama. Currently, Robert is part of Cross State Financial Group LLC, which operates out of Albuquerque, New Mexico. The firm has 7 offices and 9 employees. The firm manages assets totaling $145.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Cross State Financial Group LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cross State Financial Group LLC Brokerage Details
$145,456,346
9
1,060
$137,223
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Robert Cassella Work History
Cross State Financial Group
Insurance Sales
Crown Capital Securities, Lp
Foothill Securities, Inc
Legal Services
Disclosures
Please visit the SEC profile of Robert Cassella to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cross State Financial Group LLC
Littleton, CO
Albuquerque, NM
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Albuquerque, NM
Albuquerque, NM
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