Jerald Lyda is a registered investment advisor at Cross Financial Advisors, based in Beaverton, OR, with 19 years of industry experience. Jerald 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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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
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