David Cross (CRD# 2946272) is an Investment Advisor Representative working at Beyond Wealth Management Group, LLC in New Paltz, NY and has over 26 years of experience in the finance industry.
CRD# 7025158
Oppenheimer & Company Inc.
CRD# 5619407
Edward Jones
CRD# 5727035
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beyond Wealth Management Group, LLC | New Paltz, NY | Feb 2019 - Current | 5 |
| Mutual/united Of Omaha Insurance Company | Poughkeepsie, NY | May 1997 - Current | 26 |
| Mutual Of Omaha Investor Services, Inc. | Poughkeepsie, NY | May 1997 - Current | 26 |
| C & L Of Dutchess, Inc/subway | Poughkeepsie, NY | Oct 1996 - Current | 27 |
| Ddl Enterprises, Inc./hasbrouck Deli | Kingston, NY | May 1995 - Current | 28 |
| Lhs Of Ulster Corp | Kingston, NY | Feb 1988 - Current | 36 |
| Lhs Of Ulster Corp. | Kingston, NY | Feb 1988 - Current | 36 |
| Beyond Wealth Management Group LLC | New Paltz, NY | Oct 2018 - Jan 2019 | < 1 |
| Retired | Highland, NY | Aug 2015 - Oct 2018 | 3 |
| Mass Mutual | Latham, NY | Jul 2015 - Aug 2015 | < 1 |
| Mutual Of Mutual | Pughkeepsie, NY | Oct 1997 - Jul 2015 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1997 |
- NY
-
Total Assets Under Management66MILLIONS
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Total Number of Accounts620ACCOUNTS
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Average Account Value$105,775
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
NY, TX
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