Brennan Cross (CRD# 2634716) is an Investment Advisor Representative working at Act Wealth Management, LLC in Allen, TX and has over 28 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Act Wealth Management, LLC | Plano, TX | Dec 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2003 |
- LA
- NM
- NC
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Total Assets Under Management395MILLIONS
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Total Number of Accounts487ACCOUNTS
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Average Account Value$810,847
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, FL, IL, LA, NC, NH, NJ, NM, NV, PA, TX, VA
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