Alexander Cross, financial advisor Saint Petersburg FL

Alexander Cross

CRD Number: 4759369
Current Firm: Mutual Advisors, LLC

Alexander Cross (CRD# 4759369) is an Investment Advisor Representative working at Mutual Advisors, LLC in Saint Petersburg, FL and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual Advisors, LLC Casper, WY Jan 2018 - Current 6
Mutual Securities, Inc. Camarillo, CA Jun 2013 - Current 10
Platinum Wealth Partners, Inc. St. Petersburg, FL Feb 2012 - Dec 2017 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2004
S65 NASAA Investment Advisors Law Examination Aug 2005
Contact Info for Alexander J. Cross
Phone Number: 307-439-6357
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    5,306
    MILLIONS
  • Total Number of Accounts
    20,842
    ACCOUNTS
  • Average Account Value
    $254,582
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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, 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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