William Litchfield has been Principal of Crossgen Wealth since March 2025, is a control person of the firm and directly owns 75% or more of it. William Litchfield holds a Bachelor's degree in finance from East Carolina University.
Crossgen Wealth LLC is a Greenville, NC firm with $223M under management, 150 clients and 3 advisers in one office, as of its October 2026 filing.
Will Litchfield is Principal of CrossGen Wealth. Before founding the firm, Litchfield served as Vice President of Wealth Management at Raymond James and held leadership roles at Lincoln Financial Group and The Hartford, serving markets in Philadelphia, Atlanta, and Charlotte. Litchfield has over 23 years of experience in financial planning and investment management.
William Litchfield’s longest registration was 15 years at Raymond James & Associates, Inc. (2010–2025). Before joining Crossgen Wealth in 2025, William Litchfield was registered through Raymond James & Associates, Inc.
- Crossgen Wealth LLCCurrent– present · 1 yearGreenville, NC · Adviser representative · Firm CRD 336270
- Raymond James & Associates, Inc.– · 15 yearsGreenville, NC · Adviser representative · Firm CRD 705
Investment adviser representative registrations
William Litchfield is registered as an investment adviser representative in 2 states. Each was approved in October 2025.
- North CarolinaSince 2 October 2025
- TexasSince 2 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 14 April 2010 |
| Series 7 | General Securities Representative Examination | 26 March 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 June 2003 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 10 April 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- William F Litchfield
- CRD
- 4639672
- Firm
- Crossgen Wealth · CRD 336270
- Role
- Principal
- Office
- 905 A CONFERENCE DRIVE, Greenville, NC 27858
- Registration
- Investment adviser registration
- In the industry since
- June 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- crossgenwealth.com
Where does William Litchfield work?
William Litchfield has been Principal of Crossgen Wealth LLC since March 2025, and is a control person of the firm.
Is William Litchfield a financial advisor?
Yes. William Litchfield has a current investment-adviser registration in North Carolina and Texas, through Crossgen Wealth since October 2025.
How many years of experience does William Litchfield have?
William Litchfield has 23 years in the financial industry, since June 2003, across 2 adviser firms.
What exams has William Litchfield passed?
William Litchfield has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in April 2003. FINRA credited William Litchfield with the SIE, which began in October 2018.
Where did William Litchfield work before Crossgen Wealth?
Before Crossgen Wealth, William Litchfield was registered through Raymond James & Associates, Inc., April 2010 to October 2025.
Where is William Litchfield based?
William Litchfield’s registered office is in Greenville, NC.
Is William Litchfield registered with FINRA?
No. William Litchfield has no current broker registration.
How can I verify William Litchfield’s record?
Search CRD 4639672 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Litchfield’s full registration record.
