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Joseph John Crossan

NBS Financial Services, Inc.

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About Joseph John Crossan

Joseph Crossan is a financial advisor with over 30 years of experience in the industry. Joseph has been with NBS Financial Services, Inc. since 1995 and has previously worked with Financial West Group, Linsco/Private Ledger Corp., Titan/Value Equities Group, Inc., and Mutual Service Corporation. Joseph is a Certified Financial Planner and holds Series 7, Series 24, and Series 63 licenses. Joseph specializes in providing financial planning, portfolio management, and selection of other advisors for individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans.

Firm Information

Joseph Crossan is currently registered with NBS Financial Services, Inc.. NBS Financial Services, Inc. is an investment advisor registered with the SEC and located in WESTLAKE VILLAGE, CA. The firm manages $248,283,334 in regulatory assets under management, primarily for high-net-worth individuals, pension and profit-sharing plans, individuals other than high-net-worth, charitable organizations, and corporations or other businesses. The firm offers financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
NBS Financial Services, Inc.

340 N WESTLAKE BLVD

WESTLAKE VILLAGE, CA 91362

$248.28M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Crossan’s Registration & Firm History

CA

05/31/2013 - Present

NBS Financial Services, Inc. (WESTLAKE VILLAGE CA)

CA

06/28/1999 - 11/21/2016

FINANCIAL WEST GROUP (WESTLAKE VILLAGE CA)

SC

10/19/1994 - 06/29/1999

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

CA

03/19/1986 - 10/21/1994

TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)

MA

01/04/1994 - 10/17/1994

MUTUAL SERVICE CORPORATION (BOSTON MA)

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Licenses & Designations

BC

Issued 05/14/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/17/1995

Series 24 - General Securities Principal Examination

BC

Issued 11/21/2016

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph John Crossan.
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