At LPL Financial, your goals always come first. As the #1 independent broker/dealer in the U.S., LPL Financial supports independent financial advisors helping them provide sound financial advice to their clients. There are four key reasons why investors choose to work with independent advisors affiliated with LPL Financial, including independence, unbiased research and solutions, objective guidance and advice, and expert support and training.


Cross Financial Strategies provides unbiased, objective and customized financial advice for those who are accumulating, preserving, or distributing wealth.

Our mission is to become our Clients most trusted advocate and resource in all their financial affairs. We strive to add value at all times while helping our Clients pursue their financial goals and dreams. We treat our Clients like partners, with courtesy and respect, and respond to all of their needs, no matter how big or small, in a timely fashion.

Stephen Cross spent over eight years with Merrill Lynch Global Wealth Management, now part of Bank of America, in Dallas, TX. He started Cross Financial Strategies to take Wall Street back to Main Street and to work with his clients in a more objective and conflict free environment. Wall Street has changed. Has your investing strategy changed?

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, FL, GA, IN, NJ, NM, OK, PA, SC, TX

Securities and advisory services offered through LPL Financial – Member FINRA/SIPC

Copyright © 2009 Cross Financial Strategies