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Thomas Byrnes Ouimette

Cross Financial Advisors

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About Thomas Byrnes Ouimette

Thomas Byrnes Ouimette is a financial advisor registered with Cross Financial Advisors. Thomas has been in the financial industry since 1990, and has experience working with a variety of clients, including individuals, corporations, and pension plans. Thomas provides investment advisory services through Cross Financial Advisors, LLC, an independent investment advisor firm. Thomas's firm offers a variety of services, including financial planning, portfolio management, and educational seminars.

Firm Information

Thomas Ouimette 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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Thomas Ouimette’s Registration & Firm History

OR

06/29/2017 - Present

Cross Financial Advisors (BEAVERTON OR)

OR

06/01/2009 - 11/10/2014

MORGAN STANLEY (PORTLAND OR)

OR

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (PORTLAND OR)

OR

05/07/2004 - 04/02/2007

MORGAN STANLEY DW INC. (PORTLAND OR)

MN

12/21/1999 - 05/04/2004

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

NY

11/03/1997 - 08/24/1999

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

01/16/1990 - 11/03/1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/07/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/09/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 12/16/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Byrnes Ouimette.
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