Ankit
Palan
Cross Financial Advisors
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About this Advisor
Ankit Palan is a financial advisor operating in Beaverton, Oregon who has 6 years of relevant experience. Palan currently works for Cross Financial Advisors. Over the course of their career, they have held roles at Apple Inc, University Of Oregon, First Investors Corporation, Foresters Financial Services, Lpl Financial LLC and Cross Financial Advisors, LLC. Palan has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in California and Oregon. Cross Financial Advisors is a registered investment firm that has its headquarters in Beaverton, OR. The firm has offices in seven locations and a total of 16 employees. It manages $286 million in assets among its 2,670 customer accounts, making it one of the mid-sized firms in the United States by assets under management. The firm advises five charitable organizations. Of its 2,670 customer accounts, 18% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm has a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules depend on which services are offered. However, fees billed by Cross Financial Advisors likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cross Financial Advisors Brokerage Details
$285,800,326
16
2,670
$107,041
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Ankit Palan Work History
Ankit has been registered as a financial advisor for 6 years.*
Lpl Financial LLC
Cross Financial Advisors, LLC
First Investors Corporation
Foresters Financial Services
Apple Inc
University Of Oregon
*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 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
Newberg, OR
Beaverton, OR
Beaverton, OR
Beaverton, OR
Tualatin, OR
Beaverton, OR
Tigard, OR
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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