Clair G. Crossland

LFS RIA

Dallas, TX

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CRD#: 1052318

Professional summary

Clair Gene Crossland, ChFC®, CLU® is a registered financial advisor currently at LFS RIA, LLC located in Dallas, Texas.

Clair is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Clair has worked at 11 firms and has passed the Series 63, Series 7, Series 6, Series 22, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

LFS RIA, LLC, A REGISTERED INVESTMENT ADVISOR. PRESIDENT, CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISORY REPRESENTATIVE. 3224 PURDUE AVE., DALLAS, TX 75225; START DATE MARCH 02, 2010 LIFETIME FINANCIAL STRATEGIES - FIXED LIFE, ANNUITY, DISABILITY SALES, BUSINESS CONSULTING; ESTATE CONSULTING; KCM PARTNERS-PASSIVE PARTNER; FAMILY FARMS; LESS THAN 1% OF MY TIME.METHOD OF COMPENSATION:PROFIT (LOSS) SHARING SERVE AS EXPERT WITNESS IN LAWSUITS REGARDING FIXED INSURANCE SUCH AS LIFE, DISABILITY OR LONG TERM CARE. LESS THAN 1% OF BUSINESS TIME.METH OF COMP-FEES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clair Gene Crossland's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

April 7, 2010 - Present

LFS RIA, LLC

Office #3: 4925 Greenville Ave. Suite 200, Dallas, TX 75206

RIA

CRD#: 153391

Dallas, TX

Past

December 16, 2003 - March 31, 2010

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

DALLAS, TX

Past

December 16, 2003 - March 31, 2010

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

DALLAS, TX

Past

October 19, 2000 - December 19, 2003

VERAVEST INVESTMENT ADVISORS, INC.

RIA

CRD#: 105796

DALLAS, TX

Past

September 22, 2000 - December 19, 2003

VERAVEST INVESTMENTS, INC.

CRD#: 3960

WORCESTER, MA

Past

February 27, 1992 - August 21, 2000

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

March 23, 1990 - December 31, 1991

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

Past

May 9, 1989 - September 4, 1991

CULLUM & SANDOW SECURITIES, INC.

CRD#: 15836

DALLAS, TX

Past

September 29, 1986 - March 23, 1990

B.C. CHRISTOPHER SECURITIES CO.

CRD#: 60

KANSAS CITY, MO

Past

April 2, 1985 - August 26, 1986

GOODMAN SECURITIES, INC.

CRD#: 13870

Past

October 7, 1983 - February 15, 1985

CARDELL & ASSOCIATES, INCORPORATED

CRD#: 7700

Past

September 13, 1982 - October 11, 1983

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(4/7/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/27/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/17/1987

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/7/1982

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 22

Date: 9/8/1982

Direct Participation Programs Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/28/2004

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 11/2/1989

Investment Company Products/Variable Contracts Principal Examination

Current Firm

LFS RIA, LLC

CRD#: 153391 / SEC#:

Texas

Registered Investment Advisory firm - (4/7/2010 Approved)

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Contact information

Main Address

Dallas, TX

Mailing Address

Po Box 25067, Dallas, TX 75225

Phone number

(214) 369-2323

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	88
AUM (Assets Under Management)	$ 13,201,562

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Clair G. Crossland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clair Gene Crossland's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

VERAVEST INVESTMENT ADVISORS, INC.

VERAVEST INVESTMENTS, INC.

CETERA WEALTH SERVICES, LLC

OPPENHEIMER & CO. INC.

CULLUM & SANDOW SECURITIES, INC.

B.C. CHRISTOPHER SECURITIES CO.

GOODMAN SECURITIES, INC.

CARDELL & ASSOCIATES, INCORPORATED

HORNOR, TOWNSEND & KENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/27/1982

Series 7

Date: 1/17/1987

Series 6

Date: 10/7/1982

Series 22

Date: 9/8/1982

Series 24

Date: 12/28/2004

Series 26

Date: 11/2/1989

Current Firm

LFS RIA, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LFS RIA, LLC

TRUST BUT VERIFY

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