TrueAdvisor
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MC
MC

Mark Stanley Cross-Powers

Little House Capital, LLC
14 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Little House Capital, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
284 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$601.4M

Fee Structure

Location

15 Constitution Drive, 1st Floor, Bedford, NH, 03110

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Little House Capital, LLC
May 2022 - Present · 3 yrs 9 mos
Previous Registrations
Infinex Investments, INC.Broker
July 2019 - May 2022 · 2 yrs 10 mos
Infinex Investments, INC.
June 2019 - May 2022 · 2 yrs 11 mos
People's United Advisors, INC.
April 2018 - April 2019 · 1 yr
People's Securities, INC.Broker
April 2013 - July 2014 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - November 2012 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - November 2012 · 3 yrs 1 mo
Banc of America Investment Services, INC.
January 2007 - October 2009 · 2 yrs 9 mos
Banc of America Investment Services, INC.Broker
October 2006 - October 2009 · 3 yrs
State Registrations1 state
NH
Advisor
Exams
No exam information available for this advisor.