Michelle Cross, financial advisor Lubbock TX

Michelle Cross

CRD Number: 3017863
Current Firm: The Ameriflex Group

Michelle Cross (CRD# 3017863) is an Investment Advisor Representative working at The Ameriflex Group in Lubbock, TX and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
The Ameriflex Group Las Vegas, NV Sep 2023 - Current < 1
Osaic Lubbock, TX Sep 2023 - Current < 1
Wall 3 Financial Frisco, TX Feb 2011 - Current 13
Cetera Investment Advisers LLC Schaumburg, IL Jun 2023 - Sep 2023 < 1
Cetera Advisor Networks LLC El Segundo, CA Sep 2013 - Sep 2023 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2000
S65 NASAA Investment Advisors Law Examination Aug 2008
Contact Info for Michelle W. Cross
Phone Number: (702) 987-9730
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    3,423
    MILLIONS
  • Total Number of Accounts
    6,588
    ACCOUNTS
  • Average Account Value
    $519,583
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY

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