Edward James benjamin Cole
Investment adviser representative at Cross Border Financial Planning USA LLC
10 yearsExperience
3 statesRegistered in
$147.2MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Cross Border Financial Planning Ltd.Nov 2025 to now
- Cross Border Financial Planning USA LLCApr 2022 to now
- Cross Border Financial Planning Ltd.Jun 2016 to Aug 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (CA, PA, TX).
Cross Border Financial Planning USA LLC
$147.2MAssets managed
166Clients
3Advisers
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
- 7466645
- Firm CRD
- 317154