Advisor at Crossgen Wealth LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Crossgen Wealth LLC
Location
Greenville, NC 27858
Credentials
Series 63, Series 66
Industry experience
22 years
William Litchfield is a financial advisor at CrossGen Wealth LLC in Greenville, NC, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates for 15 years. Outside of advising, he is involved in agricultural business as a manager and member of Litchfield Farms LLC. CrossGen Wealth LLC provides discretionary portfolio management, comprehensive financial planning, and pension consulting to individuals, trusts, estates, corporations, and non-profits. The firm employs a long-term strategic asset allocation approach supported by fundamental and technical analysis and offers client education services and access to managed programs through Raymond James.
Based on Crossgen Wealth LLC
Based on Crossgen Wealth LLC
Fixed fees for financial planning services generally up to $1500; fees for estate planning platform access typically up to $1500
Commission-based compensation earned by advisory persons licensed as independent insurance agents from insurance product sales
Hourly fees may be charged in addition to financial planning fixed fees depending on plan complexity
Account minimum: $500,000 Minimum fee: Minimum flat fee may be imposed but will not exceed 2% maximum fee
905 A Conference Drive
Greenville, NC 27858
North Carolina · Texas
CrossGen Wealth, LLC
2025 - Present (1 year)
Raymond James & Associates
2010 - 2025 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Greenville, NC
Crossgen Wealth LLC
Series 63, Series 66
Greenville, NC
H. L. Ormond & Company, LLC
CFP®, Series 63, Series 65
Greenville, NC
Keel & Long Financial Management, LLC
Series 65
Greenville, NC
Milestone Wealth
Series 63, Series 65
Greenville, NC
Keel & Long Financial Management, LLC
Series 63, Series 66
Greenville, NC
H. L. Ormond & Company, LLC
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