Sandra Cross, financial advisor Knoxville CT

Sandra Cross

CRD Number: 6421991
Current Firm: Usi Advisors

Sandra Cross (CRD# 6421991) is an Investment Advisor Representative working at Usi Advisors in Knoxville, CT and has over 6 years of experience in the finance industry.

Similar Advisors
Bradley Adams, financial advisor Knoxville CT
Bradley N. Adams
CRD# 5686846
Primerica Advisors
Similar Advisors
Mary Adkins, financial advisor Knoxville CT
Mary L. Adkins
CRD# 4511877
Ubs Financial Services Inc.
Similar Advisors
Robert Ahler, financial advisor Knoxville CT
Robert P. Ahler
CRD# 2790169
Securities America Advisors, Inc.
Company Name Location Dates Years
Usi Consulting Group Knoxville, TN Dec 2014 - Current 6
Usi Consulting Group Knoxville, TN Mar 2014 - Dec 2014 < 1
Usi Consulting Group Knoxville, TN Jun 2012 - Mar 2014 1
Usi Consulting Group Knoxville, TN Oct 2011 - Jun 2012 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2015
Contact Info for Sandra Cross
Phone Number: 860-633-5283
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    32,234
    MILLIONS
  • Total Number of Accounts
    1,171
    ACCOUNTS
  • Average Account Value
    $27,526,656
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

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.