Roger
Cross
Harlow Wealth Management, Inc
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About this Advisor
Roger Cross is a financial advisor based in Vancouver, Washington, working with Harlow Wealth Management, Inc. Roger has previously held positions at Harlow Wealth Management, Inc (formerly known as NW Tax Advisory Group, Inc) and A. L. Insurance Group, Inc. Roger has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Oregon, Texas, and Washington. Currently, Roger is part of Harlow Wealth Management, Inc, which operates out of Vancouver, Washington. The firm has 14 employees and manages assets totaling $315.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Harlow Wealth Management, Inc includes asset-based, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Harlow Wealth Management, Inc Brokerage Details
$315,949,895
14
1,629
$193,953
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Roger Cross Work History
Harlow Wealth Management, Inc(F/K/A Nw Tax Advisory Group, Inc)
A. L. Insurance Group, Inc
Disclosures
Please visit the SEC profile of Roger Cross 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 Harlow Wealth Management, Inc
Vancouver, WA
Vancouver, WA
Vancouver, WA
Vancouver, WA
Vancouver, WA
Vancouver, WA
Vancouver, WA
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