Gregory
Lester
Cross Financial Advisors
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About this Advisor
Gregory Lester is a financial advisor operating out of Beaverton, Oregon who has 6 years of industry experience. Lester is an employee of Cross Financial Advisors. Throughout their career, they have worked at Lpl Financial, LLC and Cross Financial Advisors, LLC. Lester has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Idaho and Oregon. Cross Financial Advisors is a business that has its headquarters in Beaverton, OR. The firm has offices in seven locations and a total of 16 people on staff. It handles $286 million in assets between its 2,670 customer accounts, placing it among the mid-sized firms in the nation by assets under management. The firm serves five charitable organizations. Of its 2,670 client accounts, 18% belong to high-net-worth investors who have greater than $1 million in investable assets. The advisory firm has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors depend on the services offered. Fee types charged by Cross Financial Advisors likely include 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
Gregory Lester Work History
Gregory has been registered as a financial advisor for 6 years.*
Cross Financial Advisors, LLC
Lpl Financial, LLC
*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 Gregory Lester 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
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Newberg, OR
Tualatin, OR
Beaverton, OR
Beaverton, OR
Tigard, OR
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