William F Litchfield
Investment adviser representative at Crossgen Wealth LLC
16 yearsExperience
2 statesRegistered in
$222.8MFirm assets
1 yearFirm 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
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Crossgen Wealth, LLCAug 2025 to now
- Raymond James & AssociatesJan 2010 to Oct 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Crossgen Wealth LLC
$222.8MAssets managed
150Clients
2Advisers
1 yearIn 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
- 4639672
- Firm CRD
- 336270