Payton Crossley
Payton Crossley is a registered investment advisor at LPL Financial LLC, based in Orange, NJ, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
462 Berkeley Avenue, Orange, NJ, 07050
Get directionsHistory
Regulatory History (9)
Judgment / Lien
June 2019Judgment / Lien
March 2018Judgment / Lien
March 2018Judgment / Lien
September 2015Judgment / Lien
December 2011Judgment / Lien
April 2011Customer Dispute
August 2009Judgment / Lien
April 2009Customer Dispute
November 1991Other Business Activities
Payton has a DBA for his LPL business, Payton Crossley Financial Services, since 2006. He also participates in chamber music performances through RETRAC Productions, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Morgan Stanley Dw INC.Broker
Investors Center, INC.Broker
Mclaughlin, Piven, Vogel INC.Broker
Graystone Nash, INC.Broker
Outwater & Wells, INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.