Thomas Ouimette is a registered investment advisor at Cross Financial Advisors, based in Beaverton, OR, with 35 years of industry experience. Thomas 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas operates Cross Financial Management as a DBA for his LPL business and Tom Ouimette Investments, LLC for tax/investment purposes, dedicating no time to the latter. He also provides investment advisory services through Cross Financial Advisors, LLC, spending about half his time on this activity.
Employment History
Current Registrations
Cross Financial Advisors
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
U.S. Bancorp Investments, INC.Broker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations9 states
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