Ankit
Palan
Cross Financial Advisors
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About this Advisor
Ankit Palan is a financial advisor based in Beaverton, Oregon, working with Cross Financial Advisors. Ankit has previously held positions at the University Of Oregon, First Investors Corporation, Foresters Financial Services, Lpl Financial LLC, and Cross Financial Advisors, LLC. Ankit has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Oregon. Currently, Ankit is part of Cross Financial Advisors, which operates out of Beaverton, Oregon. The firm has 7 offices and 14 employees. The firm manages assets totaling $346.3 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 and portfolio management for individuals and small businesses. The fee structure at Cross Financial Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Office Location
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Cross Financial Advisors Brokerage Details
$346,251,122
14
2,773
$124,865
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Ankit Palan Work History
Lpl Financial LLC
Cross Financial Advisors, LLC
First Investors Corporation
Foresters Financial Services
University Of Oregon
Disclosures
Please visit the SEC profile of Ankit Palan 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 Financial Advisors
Beaverton, OR
Beaverton, OR
Beaverton, OR
Beaverton, OR
Beaverton, OR
Beaverton, OR
Beaverton, OR
Beaverton, OR
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