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 65
Industry experience
2 years
Fixed fees for financial planning services, generally up to $1,500.
$0+: Negotiated, generally up to a maximum of 2% annually $0+: 0.75% - 2% annually for AMS Managed Programs (wrap fee program)
Certain advisory persons may earn commissions for insurance products sold separately from advisory fees.
Hourly fees may be charged on top of fixed financial planning fees depending on complexity.
Account minimum: $500,000 Minimum fee: Minimum flat fee may be imposed when agreed upon, not to exceed 2% maximum fee. Fee-only: Fixed fees for financial planning generally up to $1,500; may charge hourly fees in addition depending on complexity.
Crossgen Wealth LLC
2025 - Present (1 year)
First Citizens Investor Services
2023 - 2025 (2 years)
Hyster Yale
2023 - 2023 (1 year)
Hawkers
2022 - 2023 (1 year)
Tru
2022 - 2022 (1 year)
Derb's Dillas
2020 - 2022 (2 years)
Unemployed
2019 - 2020 (1 year)
Luke's Auto Detailing
2019 - 2019 (1 year)
Unemployed
2012 - 2019 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Greenville, NC
Edward Jones
CFP®, Series 63
Greenville, NC
Edward Jones
Series 66
Greenville, NC
Edward Jones
Series 66
Greenville, NC
Edward Jones
Series 66
Farmville, NC
Edward Jones
Series 63, Series 66
Farmville, NC
Edward Jones
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