Kreesha Cross, financial advisor Margate FL

Kreesha Cross

CRD Number: 5093723
Current Firm: Primerica Advisors

Kreesha Cross (CRD# 5093723) is an Investment Advisor Representative working at Primerica Advisors in Margate, FL and has 1 year of experience in the finance industry.

Similar Advisors
Christopher Conness, financial advisor Margate FL
Christopher G. Conness
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
Similar Advisors
Guy Abbanat, financial advisor Margate FL
Guy J. Abbanat
CRD# 1235698
World Equity Group, Inc.
Similar Advisors
Alex Abbenante, financial advisor Margate FL
Alex R. Abbenante
CRD# 6480437
Equitable Advisors, LLC
Company Name Location Dates Years
Zenith Realty Plantation, FL Mar 2017 - Current 7
Pfs Investments Inc. Margate, FL Jun 2010 - Current 13
Primerica Financial Services Margate, FL May 2005 - Current 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2023
Contact Info for Kreesha N. Cross
Phone Number: 833-786-0550
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    8,462
    MILLIONS
  • Total Number of Accounts
    59,808
    ACCOUNTS
  • Average Account Value
    $141,486
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, 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

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 derived from SEC.gov data covering 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.

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.