Ankit Palan
Investment adviser representative at Cross Financial Advisors
11 yearsExperience
2 statesRegistered in
$481.8MFirm assets
9 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
11 years in the industry.
- Cross Financial Advisors, LLCAug 2017 to now
- LPL Financial LLCAug 2017 to now
- Foresters Financial ServicesJun 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6508933
- Firm CRD
- 287686