Angela Cross (CRD# 6826806) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 4 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 5715758
Affinity Wealth Management LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Vanguard Group, Inc. | Malvern, PA | Sep 2018 - Current | 4 |
| The Vanguard Group, Inc. | Malvern, PA | Mar 2018 - Sep 2018 | < 1 |
| Randstad | Malvern, PA | Jul 2017 - Mar 2018 | < 1 |
| Kutztown University | Kutztown, PA | Aug 2015 - May 2017 | 1 |
| Kutztown University | Kutztown, PA | Aug 2013 - May 2017 | 3 |
| Vertex Inc. | Berwyn, PA | May 2016 - Aug 2016 | < 1 |
| Polo Ralph Lauren | Pottstown, PA | May 2014 - Aug 2015 | 1 |
| Kutztown University | Kutztown, PA | Aug 2014 - May 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2021 |
- PA
- TX
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Total Assets Under Management299,192MILLIONS
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Total Number of Accounts634,470ACCOUNTS
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Average Account Value$471,562
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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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