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Client Login

To access your LPL account,  portfolio information, statements and trade confirmations, please login here: Client Login

 

Please note:  When you access this link, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

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Accounting Services 

503-233-1133

clients@crossfinancialaccounting.com

 

Wealth Management

503-430-0563

crossfinancial@lpl.com

 

Downtown: 

65 SW Yamhill St Ste 400          Portland, OR  97204

 

West Side: 

16100 NW Cornell Rd, Suite 240 Beaverton, OR 97006

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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.

“Cross Financial” is the brand name under which CF Advisory, LLC, and Cross Financial Advisors, LLC operate. CF Advisory, LLC is a separate legal entity under common ownership and is not held out to the public as providing services. Cross Financial Advisors, LLC is a registered investment advisory firm. Any references to “our firm,” “we,” or similar terms refer collectively to these affiliated but independent entities operating under the Cross Financial brand.​

Professionals associated with 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 LLC, a registered investment advisor; or (2) solely tax professionals of Cross Financial and not affiliated with LPL Financial.  LPL Financial does not offer tax advice or CPA related services.

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