Trevor Cross (CRD# 6977085) is an Investment Advisor Representative working at Mutual Advisors, LLC in Scottsdale, AZ and has over 4 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Securities, Inc. | Camarillo, CA | Mar 2021 - Current | 3 |
| Mutual Advisors, LLC | Casper, WY | Mar 2021 - Current | 3 |
| Mml Investors Services | Scottsdale, AZ | Jun 2018 - Mar 2021 | 2 |
| Global Portfolio Solutions/ Massmutual | Scottsdale, AZ | Jun 2018 - Mar 2021 | 2 |
| Illinois State University | Normal, IL | Aug 2016 - May 2018 | 1 |
| Arizona Diamondbacks | Phoenix, AZ | Jun 2017 - Jul 2017 | < 1 |
| Ses Security | Phoenix, AZ | Oct 2014 - Aug 2016 | 1 |
| Chandler-gilbert Community College | Chandler, AZ | Aug 2014 - May 2016 | 1 |
| Unemployed | Mesa, AZ | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- AZ
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Total Assets Under Management6,947MILLIONS
-
Total Number of Accounts20,381ACCOUNTS
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Average Account Value$340,863
- 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)
- Other
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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