Thomas
Ouimette
Cross Financial Advisors
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About this Advisor
Thomas Ouimette is a financial advisor based in Beaverton, Oregon with 6 years of relevant experience. Ouimette is an advisor for Cross Financial Advisors. During their career, the advisor has held roles at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney, Lpl Financial LLC and Cross Financial Advisory, LLC. Ouimette has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Oregon. Cross Financial Advisors is a company operating out of Beaverton, OR. The investment advisory business has offices in seven locations and a total of 16 people on staff. It oversees $286 million in assets across its 2,670 accounts, placing it among the mid-sized firms in the country by assets under management. The firm advises five charitable organizations. Of its 2,670 customer accounts, 18% are held by high-net-worth clients who have at least $1 million in investable assets. The firm has a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees usually vary depending on which services the firm provides the client. However, fees billed by Cross Financial Advisors can be comprised 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
Thomas Ouimette Work History
Thomas has been registered as a financial advisor for 6 years.*
Cross Financial Advisory, LLC
Lpl Financial LLC
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
*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 Thomas Ouimette 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
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Tualatin, OR
Beaverton, OR
Beaverton, OR
Tigard, OR
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