Corey Levine
Corey Levine is a registered investment advisor at Cross Financial Advisors, based in Beaverton, OR, with 37 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,932 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cross Financial Advisors offers investment management services where fees are based on the amount invested. The maximum fee is 2.5% of the amount invested. The specific fee is negotiated based on account size, management style, complexity of holdings, investment type, management strategy, and the expected amount of time and effort required.
Location
16100 NW Cornell Road #240, Beaverton, OR, 97006
Get directionsHistory
Regulatory History (1)
Judgment / Lien
March 2017Other Business ActivitiesSells Insurance
Corey operates Cross Financial Management as a DBA for his LPL business and C Levine Investments, LLC for tax/investment purposes. He also provides investment advisory services through Cross Financial Advisors LLC, dedicating about half of his time to this activity, and spends a few hours per week on non-variable insurance. Additionally, Corey works at Rockler Woodworking, spending about 10% of his time there.
Employment History
Current Registrations
Cross Financial Advisors
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Ameriprise Financial Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Morgan Stanley Dw INC.Broker
Banc of America Investment Services, INC.Broker
Ba Investment Services, INC.Broker
Gna Securities, INC.Broker
Paulson Investment Company, INC.Broker
Blinder, Robinson & CO., INC.Broker
State Registrations3 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.