2600 Maitland Center Parkway
We are an independent wealth management firm in the Orlando area specializing in wealth planning and asset management for affluent pre/post retirees, business owners, and those in the wealth accumulation phase of life
We are independent...but not alone. We are a registered branch office of Independent Advisor Alliance, an SEC Registered Investment Advisor based in Charlotte NC, and LPL Financial, the largest independent broker/dealer in the U.S. 1, 2
We have an obligation to do what is in your best interest, and have the knowledge and experience to help you anticipate and prepare for your next crossover point in life.
We believe having a comprehensive wealth plan gives you the best chance of succeeding, and we're able to provide you with financial planning services whether you invest with us or not.
Through our partnership with TD Ameritrade and LPL Financial, we offer NO proprietary or "house" products enabling us to provide you with the advice you need, tailored to your particular situation.
1 Crossover Point Advisors and Independent Advisor Alliance are separate entities from LPL Financial and TD Ameritrade
2 As reported by Financial Planning magazine, June 1996 - 2019, based on total revenue
Scroll down for more information about IAA and TD Ameritrade
As a CERTIFIED FINANCIAL PLANNER™ Mike has been a trusted advisor to families for more than 20 years. A third generation native Floridian, he provides financial planning, asset management, risk management, estate and tax planning...
Client Service Associate
Colleen provides administrative support as well as client service and event planning. She has over a decade of experience including positions as Executive Assistant and Office Manager in the fields of architecture and real estate, as...
Chief Compliance Officer
Jessica has served as IAA’s CCO since February 2014. Her primary responsibilities are to proactively identify, evaluate, manage and report on compliance and ensure IAA’s compliance with outside regulatory requirements and...
Independent Advisor Alliance (IAA) is an SEC, multi-custodial, Registered Investment Adviser (RIA) and Office of Supervisory Jurisdiction (OSJ).
As of December 31, 2019, they have $5,836,600,948 in discretionary assets under management and $34,308,013 in non-discretionary assets under management, with an advisor network consisting of over 100 partner firms and 200 independent financial advisors across the U.S.
Operating under a hybrid platform, IAA maintains its own identity and independence as an RIA and OSJ enabling IAA to proactively and continually address the ever-changing needs of advisors and their clients. Founded in 2013 by CEO Robert Russo, IAA is located in Charlotte, NC.
Neither IAA or Crossover Point Advisors maintain custody of your investment account/s.
One of our custody and clearing partners is TD Ameritrade Institutional. TDAI provides the technology platform and other tools that allow us to effectively and efficiently manage your assets.
TD Ameritrade Institutional is a division of Toronto Dominion Bank. The Toronto-Dominion Bank is a Canadian multinational banking and financial services corporation headquartered in Toronto, Ontario. Commonly known as TD and operating as TD Bank Group, the bank was created on February 1, 1955, through the merger of the Bank of Toronto and The Dominion Bank, which were founded in 1855 and 1869, respectively.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.
LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs.
For more information about LPL Financial, visit www.lpl.com.