Mihei
Egoroff
Cross Financial Advisors
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About this Advisor
Mihei Egoroff is a financial advisor working out of Tualatin, Oregon with a total of 3 years of industry experience. Egoroff is on the advisory team at Cross Financial Advisors. During their career, the advisor has held roles at Stellar Ventures LLC, Stellar Safety Services, Lpl Financial, LLC, Mihei Egoroff, Coaching, Stellar Construction LLC Dba Stellar Trucking and Cross Financial Advisors, LLC. Egoroff maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Oregon. Cross Financial Advisors is a financial advisory business operating out of Beaverton, OR. The investment advisory business has offices in seven locations and a total of 16 employees. It has $286 million in total assets between its 2,670 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm serves five charitable organizations. Of its 2,670 accounts, 18% are associated with high-net-worth investors who have more than $1 million in investable assets. The business performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management largely are based on which services the firm provides the client. However, fees charged by Cross Financial Advisors can consist of some blend 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
Mihei Egoroff Work History
Mihei has been registered as a financial advisor for 3 years.*
Lpl Financial, LLC
Cross Financial Advisors, LLC
Mihei Egoroff, Coaching
Stellar Ventures LLC
Stellar Construction LLC Dba Stellar Trucking
Stellar Safety Services
*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 Mihei Egoroff 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
Newberg, OR
Beaverton, OR
Tualatin, OR
Beaverton, 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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