Ankit Palan has been an investment adviser representative at Cross Financial Advisors since November 2017, and is not listed among the firm’s executive officers or direct owners. Ankit Palan holds a Bachelor of Science in Finance from the University of Oregon.
Cross Financial Advisors, LLC is a Portland, OR firm with $482M under management, 1,873 clients and 11 advisers across 7 offices, as of its September 2026 filing.
Ankit Palan is a Financial Advisor of Cross Financial Advisors, LLC. He started his practice in 2015 and works with families, retirees, and business owners on decisions about their savings throughout the West Coast. His services include reviewing options to reduce tax bills, employee benefits, retirement planning, wealth management, and risk mitigation.
- Cross Financial AdvisorsCurrent– present · 8 yearsPortland, OR · Adviser representative · Firm CRD 287686
Professional designations
Listed by Cross Financial Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Ankit Palan is registered as an investment adviser representative in 2 states. Each was approved in November 2017.
- CaliforniaSince 15 November 2017
- OregonSince 27 November 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 25 May 2018 |
| Series 65 | Uniform Investment Adviser Law Examination | 2 November 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 August 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 4 August 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 6508933
- Firm
- Cross Financial Advisors · CRD 287686
- Office
- 11600 SW SHILO LANE, SUITE 100, Portland, OR 97225
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2015
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- crossfinancialmgmt.com
Where does Ankit Palan work?
Ankit Palan is an investment adviser representative registered through Cross Financial Advisors, LLC since November 2017, and is not listed among the firm’s executive officers or direct owners.
Is Ankit Palan a financial advisor?
Yes. Ankit Palan has a current investment-adviser registration in California and Oregon, through Cross Financial Advisors since November 2017.
How many years of experience does Ankit Palan have?
Ankit Palan has 11 years in the financial industry, since August 2015, across 1 adviser firm.
What exams has Ankit Palan passed?
Ankit Palan has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in August 2015. FINRA credited Ankit Palan with the SIE, which began in October 2018.
Where is Ankit Palan based?
Ankit Palan’s registered office is in Portland, OR.
Is Ankit Palan registered with FINRA?
Yes. Ankit Palan has a current broker registration, under CRD 6508933.
Source: FINRA BrokerCheck
Is Ankit Palan a CFP?
Cross Financial Advisors lists Ankit Palan with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Ankit Palan’s record?
Search CRD 6508933 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Ankit Palan’s full registration record.
