John CrossCRD 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.
Wells Fargo Clearing Services, LLC
Ameriprise Financial Services, LLC
Middleton & Company
|Fisher Investments||Woodside, CA||Feb 2007 - Current||13|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2011|
Total Assets Under Management120,949MILLIONS
Total Number of Accounts69,333ACCOUNTS
Average Account Value$1,744,458
- A percentage of assets under your management
- Performance-based fees
- 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
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.