Geordie Crossan Email & Phone Number

President and Owner and Certified Financial Planner @ NBS Financial Services, Inc.

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Geordie Crossan's Location

Thousand Oaks, CA, US

Geordie Crossan's Work

President and Owner and Certified Financial Planner @ NBS Financial Services, Inc.
Registered Representative and Principal and Certified Financial Planner @ Financial West Group
Registered Representative and Principal and Certified Financial Planner @ LPL Financial

Independent Broker Dealer and Certified Financial Planner @ Titan Value Capital

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Geordie Crossan's Education

Wentworth Military Academy
(Business)
1977 - 1979

Geordie Crossan's Skills

Investments
Financial Planning
Wealth Management

Retirement Planning
Investment Selection
Goal Prioritization
Interpersonal Skills

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Geordie Crossan's Summary

Geordie Crossan, based in Thousand Oaks, CA, US, is currently a President and Owner and Certified Financial Planner at NBS Financial Services, bringing experience from previous roles at Financial West Group, LPL Financial and Titan Value Capital. Geordie Crossan holds a 1977 - 1979 Wentworth Military Academy. With a robust skill set that includes Investments, Financial Planning, Wealth Management, Retirement Planning, Investment Selection and more, Geordie Crossan contributes valuable insights to the industry. Geordie Crossan has 1 email and 1 mobile phone number on RocketReach.