Billy CrossCRD Number: 1242090
Current Firm: E*trade Capital Management, LLC
Billy Cross (CRD# 1242090) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Houston, TX and has over 34 years of experience in the finance industry.
The Goff Financial Group
Linscomb & Williams
Hill Investment Group
|E*trade Capital Management LLC||Houston, TX||Sep 2017 - Current||< 1|
|E*trade Securities LLC||Houston, TX||Sep 2017 - Current||< 1|
|American General Life Insurance||Houston, TX||Aug 2016 - Sep 2017||1|
|Aig Capital Services, Inc.||Houston, TX||Aug 2016 - Sep 2017||1|
|Next Financial Group Inc.||Houston, TX||May 2014 - Aug 2016||2|
|Bosc, Inc.||Houston, TX||May 2013 - May 2014||1|
|Bank Of America, N.a.||Houston, TX||Apr 2013 - May 2013||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Houston, TX||Sep 2012 - May 2013||< 1|
|Self||Houston, TX||Jul 2006 - Sep 2012||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1984|
|S65||NASAA Investment Advisors Law Examination||Mar 2003|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management5,445MILLIONS
Total Number of Accounts29,958ACCOUNTS
Average Account Value$181,751
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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