Brian Clark

Financial Advisor

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Brian has over 20 years of experience in the financial services industry. He started his career as a Bank Manager with Bank of America where he worked for 13 years servicing clients’ needs, 5 years being dual licensed allowing him to help clients with investment advice. His background allows him to give a more holistic approach to financial planning and advice.

In 2008, he moved full time into investment advising by joining Bank of America securities managing high net worth clients’ investment portfolios.

 

In 2009, Brian decided to join LPL Financial to allow him to better service his clients and balance family and work more effectively. He has enjoyed coaching his children as they grew up and continues to coach High School football in his hometown of Scappoose.

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Accounting Services 

503-233-1133

clients@crossfinancialaccounting.com

 

Wealth Management

503-430-0563

crossfinancial@lpl.com

 

East Side: 

1500 NE Irving Street, Suite 440 Portland, OR  97232

 

West Side: 

16100 NW Cornell Rd, Suite 240 Beaverton, OR 97006

 © 2020, Cross Financial Management. All rights reserved.

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

Professionals associated with Cross Financial Management, LLC. doing business as Cross Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and offer investment advice through Cross Financial Advisors, a registered investment advisor; or (2) solely tax professionals of BGO CPAs and not affiliated with LPL Financial. CPA related services offered through BGO CPAs, DBA Cross Financial Accounting or DBA Cross Financial. BGO CPAs, Cross Financial Advisors, Cross Financial Accounting and Cross Financial Management are separate entities and not affiliated with LPL Financial. LPL Financial does not offer tax advice or CPA related services.