Thomas Byrnes Ouimette
Investment adviser representative at Cross Financial Advisors
12 yearsExperience
1 stateRegistered in
$481.8MFirm assets
9 yearsFirm in business
Are you Thomas Byrnes Ouimette? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Cross Financial AdvisorsJun 2017 to now
- Cross Financial Advisory, LLCMay 2017 to now
- LPL Financial LLCOct 2014 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (OR).
Cross Financial Advisors
Legal name: Cross Financial Advisors, LLC
$481.8MAssets managed
1,873Clients
12Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2009940
- Firm CRD
- 287686