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Client Login

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

 

By accessing and using this website, you agree to the following terms and conditions: 

  • We cannot guarantee that the website, or any content on it, will always be available or uninterrupted. 

  • You agree to defend, indemnify, and hold harmless us, our employees, information providers, and content providers from and against any claims, liabilities, damages, losses, and expenses arising from your use of the website. 

  • You are subject to our privacy policies when you use the website. 

  • We are not liable for any damages or losses arising from your use of the website. 

  • We do not guarantee the accuracy, completeness, or timeliness of the information on the website. 

  • We are not responsible for the content of any external links on the website. 

  • The information provided on this website is for general informational purposes only and does not create a professional relationship between you and us. 

  • The information provided on this website is not legal advice and should not be relied upon as such. 

  • We reserve the right to change these terms and conditions at any time without notice. 

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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

 © 2026, Cross Financial Advisors, LLC. All rights reserved.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Investing involves risk, including loss of principal; past performance does not guarantee future results.

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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