Industry Resources
Important Client Links
Cross Financial Personal Information Form - Opt Out
Cross Financial Advisors, LLC Client Relationship Summary (Form CRS)
Californians for Consumer Privacy
SIPC - Securities Investor Protection Corporation
The information being provided is strictly as a courtesy. These individuals or outside entities are not affiliated with, nor endorsed by LPL Financial. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.