Michael CrossCRD Number: 3025772
Current Firm: Woodbury Financial Services, Inc.
Michael Cross (CRD# 3025772) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Phoenix, AZ and has over 23 years of experience in the finance industry. Michael Cross has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Transamerica Financial Advisors, Inc.
Suttle Crossland Wealth Advisors, LLC
Dynamic Wealth Partners, LLC
|Woodbury Financial Services Inc.||Phoenix, AZ||Dec 2015 - Current||6|
|Independent Financial Group LLC||Scottsdale, AZ||Nov 2014 - Dec 2015||1|
|Woodbury Financial Services||Woodbury, MN||Oct 2005 - Oct 2014||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
|S65||NASAA Investment Advisors Law Examination||Aug 2006|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management21,345MILLIONS
Total Number of Accounts91,382ACCOUNTS
Average Account Value$233,575
- 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)
- 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, WY
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