Louis Falvo
Louis Falvo is a registered investment advisor at Cross Roads Divorce Advisors, based in Reading, PA, with 34 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching.
Compensation
Firm Size
IM Fee
Location
2395 Lancaster Pike, Reading, PA, 19607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Louis operates his LPL business under the DBA Cross Roads Investment Management, is an IAR with Good Life Advisors, LLC, and provides financial planning and consulting services through Cross Roads Divorce Advisors, LLC. He also works as an insurance agent, dedicating a few hours per week to non-variable insurance products.
Employment History
Current Registrations
Good Life Advisors, LLC
Cross Roads Divorce Advisors
LPL Financial LLCBroker
Previous Registrations
Good Life Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Waddell & Reed, INC.Broker
State Registrations4 states
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