Alexander Peterson-Cross, financial advisor San Diego CA

Alexander Peterson-Cross

CRD Number: 6511187
Current Firm: State Farm Investment Management Corp.

Alexander Peterson-Cross (CRD# 6511187) is an Investment Advisor Representative working at State Farm Investment Management Corp. in San Diego, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
State Farm Investment Management Corp. San Diego, CA Jun 2020 - Current < 1
State Farm Vp Management Corp. San Diego, CA Feb 2020 - Current < 1
Alex Peterson-cross Insurance Agency San Diego, CA Jan 2020 - Current < 1
State Farm Insurance Mesa, AZ Jul 2019 - Dec 2019 < 1
W&s Brokerage Services San Diego, CA Jun 2015 - Jul 2019 4
Western Southern Life Cincinnati, OH Aug 2014 - Jul 2019 4
Bloomingdales San Diego, CA Oct 2010 - May 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2015
S65 NASAA Investment Advisors Law Examination Jul 2019
Contact Info for Alexander J. Peterson-Cross
Phone Number: 800-447-0740
Registered State(s):
  • CA
  • NV
By the Numbers
  • Total Assets Under Management
    8,850
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,212,536,226
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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