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Mihei M Egoroff

Cross Financial Advisors

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About Mihei M Egoroff

Mihei Egoroff is a financial advisor who is registered with the state of Oregon. Mihei is affiliated with Cross Financial Advisors, and has been in the industry since November 2019. Mihei provides a variety of financial services, including financial planning, portfolio management for individuals, and education seminars. Mihei has a strong commitment to providing clients with personalized financial advice.

Firm Information

Mihei Egoroff is currently registered with Cross Financial Advisors. Cross Financial Advisors is an investment advisor headquartered in Beaverton, Oregon, with 12 licensed agents and 14 investment advisor representatives. The firm manages $346,251,122 in regulatory assets under management, primarily for individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. They offer financial planning and portfolio management services.
Cross Financial Advisors

16100 NW CORNELL ROAD #240

BEAVERTON, OR 97006

$346.25M

Assets Under Management

13

Total Clients

12

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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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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Mihei Egoroff’s Registration & Firm History

OR

01/15/2020 - Present

Cross Financial Advisors (BEAVERTON OR)

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Licenses & Designations

BOTH

Issued 11/20/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/04/2019

Series 7TO - General Securities Representative Examination

BC

Issued 08/30/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mihei M Egoroff.
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