Marla CrossCRD Number: 1928417
Current Firm: Securities America Advisors, Inc.
Marla Cross (CRD# 1928417) is an Investment Advisor Representative working at Securities America Advisors, Inc. in La Vista, NE and has over 27 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Securities America Advisors, Inc.||Omaha, NE||Jul 1997 - Current||20|
|Marla Cross||La Vista, NE||Dec 1992 - Current||25|
|Securities America, Inc.||Omaha, NE||Jun 1989 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1990|
|S65||NASAA Investment Advisors Law Examination||Feb 1994|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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