What departments does Cross Financial LLC have?

Cross Financial LLC has employees across 4 departments including Finance, Customer Success, Consultant, Arts & Design.

What is the largest department at Cross Financial LLC?

The largest department at Cross Financial LLC is Finance with 3 employees.

Where are Cross Financial LLC employees located globally?

Cross Financial LLC has employees across 1 continents and 2 countries including United States Of America, Canada.

How has Cross Financial LLC's team size changed over time?

Cross Financial LLC's team has remained stable from approximately 2 to 2 employees based on available data.

Cross Financial LLC Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Cross Financial LLC operates in the financial services industry and is based in Sarasota, Florida. It conducts its activities from 5412 Palm Aire Drive, serving the local market. The firm is described as a small operation with a focused team.

With a small team, Cross Financial LLC is a local operator within the broader financial services landscape. The description notes an online presence via a website.

Cross Financial LLC Global Highlights

North America
17

United States Of America
16
Canada
1

Cross Financial LLC's Leadership

M. C.
Chief Financial Officer
Mobile Phone
Email
J. C.
Vice President Of Risk Management
Mobile Phone
Email
D. C.
Certified Financial Planner / Managing Partner
Mobile Phone
Email
W. C.
Partner
Mobile Phone
Email
M. S.
Executive Vice President
Mobile Phone
Email
C. M.
Account Manager
Mobile Phone
Email
C. T.
Account Manager
Mobile Phone
Email
J. H.
Manager
Mobile Phone
Email

Cross Financial LLC Employee Metrics

100%

50%

0%

2026

2025

Accounting
Administrative
Analytics
Arts & Design
Banking
Other

Contact profiles from Cross Financial LLC

Name

Title

Contact Info

Location

Last Update

V. C.
Account Manager
Mobile Phone
Email
Oct 21, 2024
M. C.
Cfp®
Mobile Phone
Email
United StatesArizona
Jun 08, 2026
C. D.
Consultant
Mobile Phone
Email
Oct 18, 2024
J. H.
Producer
Mobile Phone
Email
Jun 14, 2025
K. D.
Personal Lines Supervisor
Mobile Phone
Email
Oct 23, 2024
L. S.
Graphic Designer
Mobile Phone
Email
Sep 23, 2025
S. D.
Employee
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Cross Financial LLC known for?

Cross Financial LLC operates in the Financial Services industry. The company's main headquarters is located in 5412 Palm Aire Drive Sarasota, Florida 34243 United States; you can contact the main corporate office by phone at

+1-603-669-****

. Explore Cross Financial LLC's company overview page for more information.

What is Cross Financial LLC's most common email format?

Cross Financial LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cross Financial LLC email formats with LeadIQ.

How many employees does Cross Financial LLC have currently?

Cross Financial LLC has approximately 2 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Cross Financial LLC's key employees and leadership?

As of May 2026, Cross Financial LLC's key employees include:

Chief Financial Officer: M. C.
Vice President Of Risk Management: J. C.
Certified Financial Planner / Managing Partner: D. C.
Partner: W. C.
Executive Vice President: M. S.

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Cross Financial LLC Employee Directory

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