Ankit Palan
CROSS FINANCIAL ADVISORS
Beaverton, OR 97006
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CRD#: 6508933
Professional summary
Ankit Palan, CFP® is a registered financial advisor currently at CROSS FINANCIAL ADVISORS located in Beaverton, Oregon and LPL FINANCIAL LLC located in Beaverton, Oregon.
Ankit is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Ankit has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
What is your minimum asset requirement?
1
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. 8/16/2017 - Cross Financial Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 11/16/2017 - Cross Financial Advisors, LLC - DBA: (HYBRID) Cross Financial Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 11/09/2017 - 80 Hours Per Month/60 Hours During Securities Trading - I provide investment advisory services through Cross Financial Advisors, LLC, an independent investment advisor firm. I started this business activity in 11/2017. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 12/10/2020 - Cross Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 12/29/2020 - Good Life Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/14/2020 - 5 Hours Per Month/0 Hours During Securities Trading 5. 07/25/2023 - Ankit Palan - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 07/20/2023 - 40 Hours Per Month/ 8 Hours During Trading 6.04/29/2025 - Palan Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Investment Realted -At Reported Business Location(s) - 160 Hrs/Mth - 80 Hrs During Trading - Start Date: 04/24/2025
CRS (Client Relationship Summary) - RIA
Click below to view Ankit Palan'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®
CFP®
Start date: 2022
Experience
Current
November 15, 2017 - Present
CROSS FINANCIAL ADVISORS
Office #1: 16100 Nw Cornell Road #240, Beaverton, OR 97006RIA
CRD#: 287686
Beaverton, OR
Current
August 16, 2017 - Present
LPL FINANCIAL LLC
Office #1: 16100 Nw Cornell Rd, Ste 240, Beaverton, OR 97006RIA
BD
CRD#: 6413
Beaverton, OR
Past
August 4, 2015 - August 17, 2017
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
BEAVERTON, OR
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CROSS FINANCIAL ADVISORS
CLARK WEALTH MANAGEMENT | ROCK CREEK WEALTH MANAGEMENT | RETZLAFF WEALTH MANAGEMENT | LYDA FINANCIAL | HOPE WEALTH PLANNING | GRACE INVESTORS | CROSS INLAND WEALTH MANAGEMENT | CROSS FINANCIAL ADVISORS, LLC | CROSS FINANCIAL ADVISORS
CRD#: 287686 / SEC#: 801-110589
RIA
Registered Investment Advisory firm - (6/22/2017 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(10/5/2017)
IAR
California(11/15/2017)
RR
Oregon(8/16/2017)
IAR
Oregon(11/27/2017)
RR
Texas(2/14/2019)
RR
Washington(3/12/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CF
CROSS FINANCIAL ADVISORS
CLARK WEALTH MANAGEMENT | ROCK CREEK WEALTH MANAGEMENT | RETZLAFF WEALTH MANAGEMENT | LYDA FINANCIAL | HOPE WEALTH PLANNING | GRACE INVESTORS | CROSS INLAND WEALTH MANAGEMENT | CROSS FINANCIAL ADVISORS, LLC | CROSS FINANCIAL ADVISORS
CRD#: 287686 / SEC#: 801-110589
RIA
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Contact information
Main Address
16100 Nw Cornell Road #240, Beaverton, OR 97006
Mailing Address
Phone number
(503) 430-0563
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,966 |
| AUM (Assets Under Management) | $ 418,897,353 |
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.
