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Christopher Scott Damen

Investment adviser representative at Cross State Financial Group LLC
13 yearsExperience
3 statesRegistered in
$188.3MFirm assets
6 yearsFirm in business

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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

13 years in the industry.

  1. Cross State Financial Group, LLCMay 2017 to now
  2. Crown Capital Securities, L.P.May 2017 to Dec 2019
  3. Wilbanks Securities, Inc.Mar 2013 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2004
  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 3 states (CO, FL, TX).

Cross State Financial Group LLC

$188.3MAssets managed
406Clients
9Advisers
6 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
2916865
Firm CRD
282011
Advisor's SEC record (opens in a new tab)
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