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Susan Yvonne Crossan

NBS Financial Services, Inc.

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About Susan Yvonne Crossan

Susan Yvonne Crossan is an Investment Advisor Representative at NBS Financial Services, Inc. Susan has been working in the financial services industry since January 2002. Susan is registered with the state of California and holds the Series 65 license. Susan specializes in Financial Planning, Selection of other Advisers, Portfolio Management for Individuals, and Portfolio Management for Businesses. Susan has 91 individual clients and manages $13,332,365 in assets for them. Susan also manages assets for 6 pension and profit-sharing plans with total assets under management of $16,390,344 and 1 business with assets under management of $2,151,596. In addition, Susan manages $1,149,475 in assets for 1 charitable organization and $215,259,554 in assets for 50 high-net-worth individuals. NBS Financial Services, Inc. is a registered investment advisor firm based in Westlake Village, California.

Firm Information

Susan 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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Susan Crossan’s Registration & Firm History

CA

02/09/2012 - Present

NBS Financial Services, Inc. (WESTLAKE VILLAGE CA)

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Licenses & Designations

IA

Issued 02/08/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Susan Yvonne Crossan.
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