Jerald Lyda is a registered investment advisor at Cross Financial Advisors, based in Newberg, OR, with 20 years of industry experience. Jerald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 1,873 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual investment management fee is 2.50%. Fees are negotiable. Certain programs through LPL Financial have specific account minimums ranging from $5,000 to $250,000.
Fee Estimator
Location
307 E 2nd Street, Suite 100, Newberg, OR, 97132
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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 Activities
Jerald operates under the DBA Lyda Financial for his LPL business since 2010. He also provides investment advisory services through Cross Financial Advisors LLC, dedicating about half of his time to this activity since July 2017.
Employment History
Current Registrations
Cross Financial Advisors
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Nylife Securities LLCBroker
Country Trust Bank
Country Capital Management CompanyBroker
State Registrations17 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.
Exams
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