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Cross Financial Advisors, LLC is a registered investment advisory firm. By The Tree Financial, LLC is a DBA of Cross Financial Advisors, LLC. Any references to “our firm,” “we,” or similar terms refer collectively to these affiliated but independent entities operating under the Cross Financial brand and or By The Tree Financial, LLC.
Professionals associated with By The Tree Financial, LLC may be either (1) registered representatives with, and offer securities through LPL Financial, Member FINRA/SIPC, (2) or offer investment advice through Cross Financial Advisors, LLC. a registered investment advisor. By The Tree Financial, LLC is a DBA of Cross Financial Advisors, LLC. Cross Financial Advisors, LLC and By The Tree Financial are separate entities from LPL Financial.
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