Bianca Cross, financial advisor San Jose CA
90 score

Bianca Cross

CRD Number: 5376287
Current Firm: Wells Fargo Advisors, LLC

Bianca Cross (CRD# 5376287) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in San Jose, CA and has over 4 years of experience in the finance industry.

Similar Advisors
William Martin, financial advisor San Jose CA
William H. Martin
CRD# 1568084
Altos Investments, Inc.
Score
106
Similar Advisors
David Meyers, financial advisor San Jose CA
David S. Meyers
CRD# 3202058
Meyers Wealth Management
Score
104
Similar Advisors
Jennifer Davis, financial advisor San Jose CA
Jennifer A. Davis
CRD# 2481766
Skyoak Wealth Management, Inc.
Score
93
Company Name Location Dates Years
Wells Fargo Bank Na Los Gatos, CA Jun 2013 - Current 3
Wells Fargo Advisors LLC Los Gatos, CA Jun 2013 - Current 3
Unemployed Santa Clara, CA May 2013 - Jun 2013 < 1
Morgan Stanley Smith Barney Santa Cruz, CA Oct 2011 - May 2013 1
Ameriprise Financial Services Inc. Santa Clara, CA Jun 2007 - Oct 2011 4
Citibank Saratoga, CA Mar 2004 - Jun 2007 3
San Jose State University San Jose, CA Sep 2005 - Jan 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for Bianca N. Cross
Phone Number: 314-875-3000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Bianca Cross and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.