John Cross, financial advisor Camas WA

John Cross

CRD Number: 5886949
Current Firm: Fisher Investments

John Cross (CRD# 5886949) is an Regional Vice President of Fisher Investments’ Private Client Group in Camas, WA and has over 12 years of experience in the finance industry.

 

As a Regional Vice President of Fisher Investments’ Private Client Group, John Cross serves investors in the Central and Southern California regions. John started his career with Fisher Investments in February of 2007. With over 12 years of experience in the financial services industry, John is uniquely suited to reviewing your current financial situation to see if Fisher Investments is the right fit for you.

 

John’s goal is to help people understand how Fisher Investments’ services can help them. If you need guidance crossing from the working world into retirement, simply trying to build wealth, or maybe you’re new to the investing world, John can help you decide if Fisher Investments is the right money manager for your needs.

 

If you’re interested in Fisher Investments’ services, John will be happy to review your current financial situation.  He will also introduce you to the array of resources available to you from a world-class money manager.

 

 

CONTACT
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Company Name Location Dates Years
Fisher Investments Woodside, CA Feb 2007 - Current 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for John C. Cross
By the Numbers
  • Total Assets Under Management
    120,949
    MILLIONS
  • Total Number of Accounts
    69,333
    ACCOUNTS
  • Average Account Value
    $1,744,458
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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