David CrossCRD Number: 5064289
Current Firm: Wells Fargo Clearing Services, LLC
David Cross (CRD# 5064289) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Rolling Hills Estates, CA and has over 15 years of experience in the finance industry.
Wedbush Securities Inc.
Madison Avenue Securities, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Wells Fargo Clearing Services, LLC||Palos Verdes, CA||Nov 2016 - Current||5|
|Wells Fargo Advisors LLC||Palos Verdes, CA||Apr 2014 - Nov 2016||2|
|Morgan Stanley Smith Barney||Santa Maria, CA||Jun 2009 - Apr 2014||4|
|Morgan Stanley & Company, Incorporated||Santa Maria, CA||Apr 2007 - Apr 2014||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2006|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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