William F. Litchfield

CROSSGEN WEALTH LLC | Financial Advisor

GREENVILLE, NC 27858

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CRD#: 4639672

Professional summary

William F Litchfield Jr. is a registered financial advisor currently at CROSSGEN WEALTH LLC located in Greenville, North Carolina.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. William has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 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.

(1)Name of Business: Litchfield Farms LLC; Address: 103 Woodberry Dr , Greenville , NC, 27858, United States; Activity Type: Agriculture/Farming; Investment Related: No; Start Date: 04/14/2022; Hours per month devoted to this business: 0-1; Hours per month devoted to this business during trading hours: 0-1; Description of duties: mgr/member of LLC (2)Name of Business: WEL; Properties Address: 103 Woodberry Dr. , Greenville, NC, 27858, United States; Activity Type: Rental Real Estate; Investment Related: Yes; Start Date: 02/13/2023; Hours per month devoted to this business: 0-1; Hours per month devoted to this business during trading hours: 0-1; (3)Name of Business: WF Litchfield LLC; Address: 103 Woodberry Dr, Greenville , NC, 27858, United States; Activity Type: Rental Real Estate; Position/Title: Partner; Investment Related: Yes; Start Date: 02/01/2022; Hours per month devoted to this business: 0-1; Hours per month devoted to this business during trading hours: 0-1; Description of duties: Partner in Litchfield Holdings LLC. Owns Real Estate.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William F Litchfield Jr.'s CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 2, 2025 - Present

CROSSGEN WEALTH LLC

Office #1: 905 A Conference Drive, Greenville, NC 27858

RIA

CRD#: 336270

GREENVILLE, NC

Past

April 23, 2010 - October 2, 2025

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

GREENVILLE, NC

Past

February 9, 2010 - October 2, 2025

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

GREENVILLE, NC

Past

August 24, 2006 - December 7, 2009

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RALEIGH, NC

Past

February 28, 2003 - July 24, 2006

GLOBAL ATLANTIC DISTRIBUTORS, LLC

CRD#: 8326

HARTFORD, CT

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

North Carolina
(10/2/2025)

IAR

Texas
(10/2/2025)

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

IAR

Series 66

Date: 4/14/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/28/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/26/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/10/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CROSSGEN WEALTH LLC

CRD#: 336270 / SEC#: 801-133964

RIA

Registered Investment Advisory firm - (7/25/2025 120-Day Approval)

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Contact information

Main Address

905 A Conference Drive, Greenville, NC 27858

Mailing Address

Phone number

(919) 669-4355

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CROSSGEN WEALTH, LLC ADV (8/6/2025)

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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William F. Litchfield

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William F Litchfield Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

GLOBAL ATLANTIC DISTRIBUTORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/14/2010

Series 63

Date: 6/28/2003

SIE

Date: 10/1/2018

Series 7

Date: 3/26/2010

Series 6

Date: 4/10/2003

Current Firm

CROSSGEN WEALTH LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

CROSSGEN WEALTH LLC

TRUST BUT VERIFY

Contact information

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