John Cross (CRD# 4500908) is an Investment Advisor Representative working at Laidlaw Wealth Management LLC in Coral Gables, FL and has over 9 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Laidlaw & Company (uk) Ltd | Coral Gables, FL | May 2021 - Current | 2 |
| Laidlaw Wealth Management | Coral Gables, FL | May 2021 - Current | 2 |
| Wells Fargo Clearing Services, LLC | Miami, FL | Nov 2016 - May 2021 | 4 |
| Wells Fargo Advisors, LLC | Miami, FL | May 2014 - Nov 2016 | 2 |
| Bnp Paribas | Miami, FL | Nov 1999 - May 2014 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2014 |
- FL
-
Total Assets Under Management530MILLIONS
-
Total Number of Accounts1,171ACCOUNTS
-
Average Account Value$452,955
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, IL, IN, KY, MA, MD, MI, MO, MS, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TX, VA, WA
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