Oliver Cross (CRD# 5837438) is an Investment Advisor Representative working at Verum Partners LLC in Charlotte, NC and has over 13 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Verum Partners, LLC | Charlotte, NC | Oct 2022 - Current | 1 |
| Verum Partners LLC | Charlotte, NC | May 2019 - Oct 2022 | 3 |
| Carolinas Investment Consulting LLC | Charlotte, NC | Aug 2010 - May 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2010 |
- NC
- TX
-
Total Assets Under Management740MILLIONS
-
Total Number of Accounts1,287ACCOUNTS
-
Average Account Value$575,298
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CT, FL, GA, NC, SC, TN, TX, VA
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