Ankit
Palan

Cross Financial Advisors

CRD#6508933
Investment Advisor
in Beaverton, OR

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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

Series 63, Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

16100 Nw Cornell Road #240
Beaverton, OR 97006

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Cross Financial Advisors Brokerage Details

Total Assets Under Management

$285,800,326

OR Average: $1,120,203,312
Total Number of Employees

16

OR Average: 50
Total Number of Accounts

2,670

OR Average: 1,309
Average Account Size

$107,041

OR Average: $855,770

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.*

2017 - Present (7 years)

Lpl Financial LLC

2017 - Present (7 years)

Cross Financial Advisors, LLC

2015 - 2015 (< 1 year)

First Investors Corporation

2015 - 2017 (2 years)

Foresters Financial Services

2013 - 2014 (1 year)

Apple Inc

2011 - 2015 (4 years)

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

Corey Levine
Beaverton, OR
Kari Billette
Newberg, OR
Timothy Mayfield
Beaverton, OR
Gregory Lester
Beaverton, OR
Ankit Palan
Beaverton, OR
Mihei Egoroff
Tualatin, OR
Robert Morrison
Beaverton, OR
Hayden Peterson
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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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.

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