Andrew Scott Flack

Cross State Financial Group LLC

13 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningInvestment ManagementTax PlanningEstate Planning

Cross State Financial Group LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

432 clients

Average Client Portfolio

$386K average

Assets Under Management

$166.8M

Fee Structure

Minimum Investment:$50K

Location

Grand Haven, MI

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History

Regulatory History

Clean regulatory record

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.

Other Business ActivitiesSells Insurance

Andrew is a licensed insurance agent involved in insurance sales since 2018. The activity is investment-related.

Employment History

Current Registrations

Cross State Financial Group LLC

August 2016 - Present · 9 yrs 6 mos

Previous Registrations

Raymond James Financial Services Advisors, INC

February 2013 - May 2016 · 3 yrs 3 mos

Raymond James Financial Services, INC.Broker

January 2013 - May 2016 · 3 yrs 4 mos

Foothill Securities, INC.

November 2010 - June 2011 · 7 mos

Foothill Securities, INC.Broker

June 2010 - June 2011 · 1 yr

State Registrations2 states

COMI

Advisor

Exams

No exam information available for this advisor.